Custom Quote Template Beta

LWilkes
Member

Create topic sections in quote

Hi all!

I am creating a new quote template for my company in which I want to section the different types of products in different tables with their own subtotals. I am considering to base them on either the folder structure in my product library, or the product type of the individual products. 

 

I am able to create multiple tables, but they all use the exact same information in the quotes, so basically duplicating the table and contents a few times. Is there a way I can assign the different folders or product types to the different tables? and how should I code the subtotal of each table while also having a complete total?

 

I think the coding needs to be changed somewhere here perhaps:

 

{% for item in LINE_ITEMS|sort(False, False, 'hs_position_on_quote') %}
<tbody class="line-items">
<tr>
<td>{{ item.name }} </td>
<td>{{ item.hs_sku }}</td>

 

Then another idea we had was to add icons t the different products. We saw that yu can add a link f an image to products in the library, but this did not have an effect on the quote. Any suggestions?

I do have this in m coded template: 

 

{% if item.plaatje_url %}
<tr>
<td colspan="3" class="description">{{ item.description }}</td>
<td colspan="2">
<img src="{{ item.plaatje_url }}" style="width: 100%;max-width: 1600px;" />
</td>
</tr>

 

So I thought the icon image should be revealed. 

 

Thanks for reading and thinking along!

2 Replies 2
AdamSand
Participant | Diamond Partner
Participant | Diamond Partner

Create topic sections in quote

Quick question. Are you also trying to make it so based on properties, set
a quantity of line items?
0 Upvotes
LWilkes
Member

Create topic sections in quote

Thank you for your response. My intention is to base it on properties such as product type. We do mention the quantity of line items, but it does not need to be ordered on it.

Let's say the product types are marketing, sales, and service. We give the different line items a different property of product type and then when selecting different items for the quote, we want te line items with product type marketing together in one segment, the line items with product type sales together in ons segment, and so on. Bonus points if we can create a subtotal per segment and then a summarised total price. 

0 Upvotes