Working with quotation templates

When creating a quotation, you can use an MS Word file as a template. In this template, you can include, for example, the contact details of your client and the greeting and closing of your quotation in the form of variables so that this information is dynamically filled in. This way, you can reuse the layout of a quotation.

Using quotation template variables

Reflex Blue provides variables with data from a quotation that can be used in a quotation template. These variables can be placed in the template as a tag between square brackets according to a syntax used in document templates.

For example, if you want to display the name of the client in the quotation, you can do so with the following text:

<<[Relation.Name]>>

The available variables and all their properties can be found on the quotation template variables page.

Example

Below is an example of a quotation template. This piece of text can be placed in a new MS Word document.

Quotation <<[Code]>>

<<if [Relation != null]>>
<<[Relation.Name]>> (<<[Relation.Code] >>)
<<[Relation.MainAddress.Lines]>>
<<[Relation.MainAddress.PostalCode]>> <<[Relation.MainAddress.City]>>
<</if>>

Quotation valid until: <<[ExpirationDate]:"dd-MM-yyyy">>
Prices are valid from <<[ValidFrom]:"dd-MM-yyyy">> to <<[ValidTo]:"dd-MM-yyyy">>

<<foreach [lines in Lines.GroupBy(l => l.PriceGroup)]>>
<<[Key.Name ?? "No group"]>>
Article         Base price          Fixed	%           Amount      Price

<<foreach [line in lines.OrderBy(l => l.Article.Name)]>>
<<[line.Article.Name]>> (<<[line.Article.Code]>>)   <<[line.BasePrice]:"C2">>   <<[line.Fixed]:"N2">>   <<[line.Percentage]:"N2">>  <<[line.Absolute]:"N2">>    <<[line.Price]:"C2">>
<</foreach>>

<<[Count()]>> Articles in the group
<</foreach>>