Proposal Summary
Encompass would like to use a standardized PDF template for Quote by using the feature of Advanced PDF template.
Requirement
Encompass would like to Create a new Advanced PDF Template for Quote.
Our Solution
Prerequisites
- Encompass needs to provide Netsuite Account Access with Administrator Role
- Advanced PDF Template option should be enabled in the account
- Need a Test Quote to test the PDF by changing the field values
Description of the Task
The requirement can be achieved by creating a PDF template for Quote and applied to Custom Quote transaction form. The data on the new PDF will be the same as of the currently used PDF template. The template can be created as per following sample
Note
- The Font used in Quote PDF will be the default font provided by Netsuite.
- The item table will end immediately after the item lines and will begin the summary table directly.
- Logo and Address on the header section will be repeated on every page.
- Company address will be populated from Company/Subsidiary record
- Terms and conditions will be static content. So this will be the same for PDFs of all Quotes.
- Need to create the Quote template by customizing the standard advanced PDF template provided by Netsuite.
Risks
- We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting. This is not included in the current scope
Time
14 Hours
| Task | Time Required |
| Analysis | 1 Hour |
| Layout Design | 2 Hours |
| Field Mapping | 1 Hour |
| PDF Template Creation for Quote | 7 Hours |
| Testing | 2 Hours |
| Documentation | 1 Hour |
| Total | 14 Hours |