Quote Automation

Objectives

Generate quotes with the following features:

• Attach a file to the end of the generated document

Solution

Here’s how to construct a template to achieve this with Carbone:

1. Layout

   Insert Carbone tags as appropriately as possible. Manage the font and formatting to organize your information as desired.

   Example : {d.quoteId}

2. Main Table

   Insert a table to display your products.

   Note: In the table properties, set the text wrapping to None. Uncheck Allow row to break across pages to maintain consistency.

   To generate a row for each product, insert the apropriate Carbone tag to read the data from your array (e.g.,{d.products[i].name}). Then, define the iteration in the next row (e.g., {d.products[i+1]})

   Note: Highlight the first line of your main table, and select the option Repeat as header row at the top of each page to ensure it appears as a header on every page.

3. appendFile formatter

   To attach a document at the end of your report, use the :appendFile formatter

   Example : {d.products[i].datasheet:appendFile}

And there you go!

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