In the Admin area, section "Layout", you can define essential layout conditions.
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Defines the different Page Layout for Print and Email for First Page and Following Pages
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| Warning | ||
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Please set the picklist value in the "Category" field to Quote or Offer in the setup text, so that the parameter takes effect. |
Defines for print and e-mail the different page layout for cover page and following pages of the quote module.
The setting consists of 4 numerical values:
Xxxx - First page print layout
xXxx - Next pages print layout
xxXx - First page e-mail layout
xxxX - Next pages e-mail layout
0 - No background graphic
1 - First background graphic
2 - Second background graphic'
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Picklist
- Portrait
- Landscape
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Determines the default paper format for the quote:
portrait = quote in portrait format
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Setting | Type | Parameter Name | Parameter Textblock | Note |
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Display letter paper in PDF for email and attachments
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Defines the Page Layout for Quotes
true - Fullsize Image used for Page Background
false - Default Page Layout with Header and Footer is used
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Display letter paper in PDF for print
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Document Structure | ||||
Position number for added product items | Picklist:
| addSubPos | sub / subsub / nor Default: nor | Defines the level of detail of the product numbers. |
Position number for child product items | Picklist:
| addOnSubPos | sub / subsub / nor default_standard: nor | Defines the level of detail of the child product numbers. |
Default columns for product properties | Picklist:
| ProductPropertyColumns | Default: 1 | |
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It is possible to display several product properties in up to three columns next to each other (default: 1 column, properties below each other) |
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Limitations: Multiple columns are only recommended |
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for product properties without calculation, |
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and a three-column display |
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is only displayed correctly in the PDF |
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if there is no property |
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type Table |
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below it. |
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Do not indent alternative positions | Option switch |
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noinset | true / false Default: false |
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If this setting is active, alternative formatted items are not displayed indented in the PDF. | ||||
Standard Signature | Picklist:
| StandardSignature | OppOwner / QuoteOwner Default: OppOwner | Defines the preselection for the signature graphic OppOwner = The signature that is stored at the opportunity owner is preset QuoteOwner = The signature that is stored at the quote owner is used |
Display signature of manager | Option switch |
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ManagerSignature | true/false Default: false | If this setting is active, the manager's signature is displayed in addition to the standard signature. | ||
Auxiliary line from right page margin | Input field | rightMargin | Default: 10 | Use the red guide line, e.g |
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. to visually display the type area of the document. | |||
Use full page width for product name | Option switch | productNameFullWidth | true / false Default: false |
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If the set-up text is activated, the description column is |
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placed above all other columns |
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in the layout, |
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whereby the width |
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corresponds to the width of all other visible columns for product and |
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sum items The "Description" column can then no longer be selected in the configuration in the column header and the individual column headings. The setting applies not only to the product name, but also to the |
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description of sum and discount |
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items. |
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| title | Note |
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Please note that the Product Overview element cannot currently |
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be used when the |
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setup text is active |
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; it |
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is not |
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displayed correctly in the PDF. |
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Code for column layout
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basic:Position:30:1:true:true:left,
basic:Description:270:3:true:true:left,
basic:Productcode:100:2:true:true:left,
basic:VE:70:4:false:true:right,
basic:xcolumn1:80:5:true:false:left,
basic:xcolumn2:80:6:true:false:left,
product:Listprice:80:7:true:false:right,
product:SumListprice:80:8:false:true:right,
dist:DiscountDist:50:9:false:true:right,
dist:SpecialDiscountDist:50:10:false:true:right,
dist:BuyPriceDist:80:11:false:true:right,
dist:SumPriceDist:80:12:false:true:right,
partner:DiscountPartner:50:13:false:true:right,
partner:SpecialDiscountPartner:50:14:false:true:right,
partner:BuyPricePartner:80:15:false:true:right,
partner:SumPricePartner:80:16:false:true:right,
customer:Discount:50:17:true:false:right,
customer:Endprice:80:18:true:true:right,
product:Quantity:45:19:true:true:center,
product:Sumprice:80:20:true:true:right
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Use Product Description Detail | Option switch | UseDescriptionDetail | true / false Default: false | If your product description is longer than 4000 characters, you must use the 'Detailed description' field. |
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Activate this parameter to use the |
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Hide quantity unit of measure of new product items
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Hide service date of new product items
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Hide packaging unit of new product items
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Hide sum list price of new product items
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Hide low sell price of new product items
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Hide xColumn1 of new product items
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Hide xColumn1 of new product items
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Hide Tax of new product items
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detailed description in appero quote. | |||
Hide product description in PDF | Option switch | HideDescriptionLong | true / false |
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Placement of column headings
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Picklist
- Never
- Once before the first product
- Automatically before every product block
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This parameter controls in the document according to which criteria the heading line is to be printed.
0 = heading line is never printed
1 = heading line is printed only before the first product
2 = Header line is printed before each new product block, i.e. it is repeated if the products are interrupted by text areas, groups, blank lines, lines, PageBreaks.
Example
Title: productheader
Value: 1
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Print selection within product overview
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Hide discount of new product items
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Hide sales price of new product items
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Hide list price of new product items
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Hide position number of new product items
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Hide quantity of new product items
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Hide sum of new product items
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Hide quantity multiplier of new product items
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Default: false | Hides the product description in the PDF. | |||
Custom Formula Columns | ||||
Formula of xColumn1 | Input field | formularXColumn1 | Default: "" | |
Formula of xColumn2 | Input field | formularXColumn2 | Default: "" | With formula columns, you can reference content from different columns, calculate a value from it and display it in a separate column. You create the formula using variables at quote item level. All columns are available analogous to the variables at product level as well as the operators +,-,*,/. See Formula Columns |
Format of xColumn1 | Picklist:
| formularXColumn1Formatter | Default: String | Formula columns can be formatted as currency, number, percent, integer or text. See Formula Columns |
Format of xColumn2 | Picklist:
| formularXColumn2Formatter | Default: String | Formula columns can be formatted as currency, number, percent, integer or text. See Formula Columns |