Customer Forum

How I can add our T&C’s to the bottom of our quotation PDF?

Workbooks Support Posted: 2011-04-13 13:16

How I can add our T&C's to the bottom of our quotation PDF?

Workbooks Support Posted: Fri, 15.04.2011 - 10:54

If you are using the standard document templates supplied with Workbooks you can easily control what appears on your documents, including adding your Terms and Conditions.  To check which ones you're using, go to Start > Configuration > PDF Configuration > Templates and activate the column called Filename.  If there's a tick in the enabled column for the rows for the documents with a filename of unified.xsl then you can modify those documents.  (Click the screenshot below to enlarge.)

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(If your documents have other filenames it is likely that we will need to make the changes for you - please contact Workbooks Support if this is the case.)

You can make changes to individual templates or, if appropriate, change the default settings so that any changes apply to all your templates.  To edit an individual template hover over its name until it becomes underlined and click on it, then open the settings tab.  (To edit the default settings choose Default Settings from the left-hand column.)  The following steps are based on changing an individual template although a similar approach can be used to edit the default settings.

With the Settings tab open, click Add Template-Specific Setting and use the dropdown picklist next to Setting choose Terms_Conditions, which will open a window like the one below.  (Click to enlarge.)

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You can now type your Terms and Conditions into the the field marked Value.  If you want to add many lines of text, tick the Multi-line checkbox first.

Below is an example of a quotation PDF after the Terms and Conditions have been amended as described above.

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You can control other pieces of text on your output documents in a similar way.  Click here for more information on modifying document templates.

External Posted: Thu, 19.01.2012 - 17:28

I was unable to click on as this shows Access Denied for me.

I'm integrating this for one of our clients at the moment and they have two separate sets of Ts and Cs. How do I go about setting this up?

I have attempted to add Terms_Conditions_Consultancy as a Custom Setting but it doesn't seem to appear anywhere.

Could you walk me through the process of adding this as a custom quote?

Workbooks Support Posted: Fri, 20.01.2012 - 14:47

If you want to have two different terms and conditions that you can choose between depending on the order, simply create two different customer order templates. Within these templates you can edit the terms and conditions for each type of order with the instructions above. Once you have both templates enabled and you click on generate pdf in an order, you can choose which template you want it to generate from and thus what terms and conditions you want to display.

If you want two sets of terms and conditions in one PDF this would require editing the .xsl file and uploading it as a new template. We can edit/customise the .xsl for customers, but this service is chargeable.

The link to the knowledge base is now fixed.

External Posted: Mon, 23.01.2012 - 13:06

 Great stuff! I've got a working version now.