Proposal summary
This proposal covers the scope of the PDF template customization for sales order, invoice and Estimate
Requirement
Eagle point solutions would like to prepare a PDF for sales order, Estimate and Invoice and they would like “banded rows” when they print out a sales order and estimate.
At the bottom of the “Estimate” PDF output they would like to have some boiler plate added.
Our Solution
The requirement can be achieved by creating an Advanced PDF template for sales order and estimate. The field should be sourced as per the basic layout used as of now. The rows in the body section change color alternatively so that it is easy to follow across the lines. There should be “Banded rows” with gray highlights every alternate line:
We are attaching the sample mock up of sales order template
Sales order
Estimate
In the estimate record we added a custom field to fill the boiler plate and fetch the field dynamically in the PDF. The boiler plate field can be editable.
The boiler plate portion in the estimate record should be added for some customers who do not have a purchase order. For that we added a check box,if the checkbox is true then the boiler plate portion will be visible in the PDF for customers who do not have a purchase order.
Invoice
Invoice PDF format should be the same as sales order PDF. We will customize invoice PDF templates to create the new one.
Assumptions
- We will be using gray highlight for every alternative item line
- The layout of the advanced PDF template will not be the same as the current basic layout.
- In the current PDF template the title “Sales order” overlaps the address. So we are also adjustinging the alignment of title and address to look better.
- As of standard PDF template , gray shade is also added for the “total” field. We assume to add that shade to the “total” field.
- The fields in the PDF template are going to be the same as the basic layout .
- We assume that you need to add the boilerplate part as a custom field in the estimate record and fetch this dynamically. If there is no content in the custom field we will hardcode the boilerplate content that you have given in the PDF.
- We assume that the boilerplate portion in the estimate record should be added for some customers who do not have a purchase order. For that we added a check box in the estimate record and you have to check it for customers who do not have a purchase order. If the checkbox is true then the boiler plate portion will be visible in the PDF, otherwise that section won’t be visible. We assume that boilerplate is the following highlighted section.
Time : 15 Hours
| Task | Time Required |
| Analysis | 2 hr |
| PDF Template Creation for Sales order | 2 hr |
| PDF Template Creation for Estimate | 6 hr |
| PDF template creation for Invoice | 2 hr |
| Testing | 2 hr |
| Documentation | 1 hr |
| Total | 15 Hours |