Quote Automation

Objectives

Generate quotes with the following features:

• Attach a file to the end of the generated document
• Basic calculations

Solution

Once the invoice template is ready, follow these steps to attach a file to the end of the generated document with Carbone:

1. appendFile formatter

   Use the :appendFile formatter to attach a file using its url :

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

2. Computations

   Use formatters to perform simple mathematical operations. For example, to calculate a subtotal from quantities and unit prices, use the :mul formatter: {d.products[i].quantity:mul(.price)}

   Use the :aggSum formatter to calculate the total sum: {d.products[].quantity:mul(.price):aggSum}

   Use the :formatC formatter in each Carbone tag that displays a price: {d.products[i].quantity:mul(.price):formatC}

   Store calculations in a variable using the :set formatter: {d.products[].quantity:mul(.price):aggSum:set(c.subtotal)} , so you can to use it later: {c.taxes:add(.subtotal):formatC}

And there you go!

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