Automation of Quotes

Overview

Learn how to generate professional quotes with these key features:

• Perform automatic price calculations
• Automatically attach supporting documents (like datasheets) to your quotes
• Create clean, professional-looking documents

Step-by-Step Guide

Follow these steps to create automated quotes with file attachments using Carbone:

1. Create the Layout Structure

You can start by inserting a main table in your document. This table will serve as the layout framework, allowing you to organize and control the positioning of elements

2. Implement Automatic Calculations

Add these calculations to automate pricing:

• Calculate subtotals (quantity × unit price):

  {d.products[i].quantity:mul(.price)}

• Calculate the total sum of all items:

  {d.products[].quantity:mul(.price):aggSum}

• Format currency values properly:

  {d.products[i].quantity:mul(.price):formatC}

• Store calculations for later use:

  {d.products[].quantity:mul(.price):aggSum:set(c.subtotal)}
  {d.products[].quantity:mul(.price):aggSum:mul(0.2):set(c.taxes)}

You can then reference stored values in other calculations:

{c.taxes:add(.subtotal):formatC}

3. Attach Files to Your Document

Use the :appendFile formatter to automatically attach files to your generated document. Simply reference the file's URL in your template:

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

Related Examples

Check out these similar templates to learn more: