Proposal Summary
This proposal covers the scope of creating a new advanced PDF template for Quote.
Requirement
All Craft would like to create a new advanced PDF template for their Quote. This Quote template would also allow the customer to accept the Quote.
Deliverables
A new Advanced PDF Template will be developed exclusively for the Quote record. The PDF will have the data populated from the NetSuite Quote record. Additionally, the PDF will have a link to approve the Quote clicking on which and email will be send to the Sales rep stating that the Quote has been approved.
When the customer clicks on the Approve Quote, opens a new page in the same tab and a text message is displayed indicating the email is sent to the Sales rep, and the page directs back to the Quote PDF.
The Quote printout will resemble the format provided below.
The numbers in the image stand for the fields in the Quote record as specified below.
1: Quote number
2: Date
3: Expires
4: Customer Name
5: Customer Billing address
6: Job name
7: Item description
8: Quantity
9: Unit price
10: Amount
11: Terms and conditions static text.
12. Subtotal
13: Tax total
14: Shipping Cost
15: Total
16: Company address, phone and website from Company Information.
Additionally, there is a page for Terms and Conditions which include static data.
Assumptions
- A single Font style will be used in the PDF, which is to be confirmed.
- The PDF template does not include any headers and footers.
- The top portion of the PDF will be included only in the first page of the Quote. The remaining pages will not have any headers.
- A transparent logo image will be provided by Allcraft.
- The newly created Advanced PDF Template can be associated with the preferred Quote form in NetSuite which is “USE THIS QUOTE TEMPLATE”. This will replace the existing Quote PDF template.
- No customization is included for sending the Quote PDF to customers. The emailing functionality would work the same as of now.
- When emails are sent from NetSuite for the Quotes using the above-mentioned form, the new Quote PDF will be attached.
- The Quote PDF print functionality would remain the current standard NetSuite print. No additional buttons will be introduced for print.
- Due to unavailability of sandbox environment, the development would take place directly in NetSuite Production.
Estimate
20 Hours