Additional Quote Item entity

[wdbruwer]

We have purchased the sales pack so that our sales team can start doing their quotes and Pro Forma's directly from the system.

However our current excel quote template is different to regular quotes. We have two tables: One for Once off items and then a second table for recurring items.

Is there a way for us to create a send quote item section/entity that replicates the calculated fields etc. that we are then able to label Once off items and Recurring items? Each with its own Grand total field on the quote when printing?

[victor]

If I understand you correctly, you just need to create an Enum type field (for example, Type) that will divide your Quotes into Regular and Recursive. And for printing to PDF, create 2 separate templates for each Type, respectively.

[wdbruwer]

If I understand you correctly, you just need to create an Enum type field (for example, Type) that will divide your Quotes into Regular and Recursive. And for printing to PDF, create 2 separate templates for each Type, respectively.

Apologies I did not make one part clear. Both tables need to be on the same quote:

This is now a rough mock up:

Once off:
item1 line price quantity total
item2 line price quantity total
Grand Total

Recurring/Monthly:
item1 line price quantity total
item2 line price quantity total
Grand Total.

[victor]

As you described it will not work. And you will not be able to generate two different quotes in one PDF document.
1. Or use different Quotes for a specific case and manually add the generated PDF documents to the email.
2. Or use an unused entity from Sales Pack which will be used for Recursive while the main Quote entity will be used for Regular.

An additional workaround for tip number 1 can be to simultaneously print PDF documents using Regular and Recursive Quotes.


In this case, you will receive one archive for both Quotes.