Quotes that are created by Catalyst QUE can be emailed to your prospect as a PDF. With the ‘Customize Quote’ addon, you can completely customize the PDF. The PDF is created using xsl:fo, an XML document formatting schema. You can read about xsl:fo here.
To get started, download the Catalyst QUE default quote template.
Most of the fields used in a quote are in the default template, but a list of the available fields is below. To display a field, use the <xsl:value-of> element, for example:
<xsl:value-of select=”contact/name” />
Quote Fields
- documentNumber – the quote number
- documentDate – the date of the quote
- projectName – from quote
- jobName – from quote
- contactName – the name of the company that the quote is for
- totalValue – the value of the quote for the purpose of managing your pipeline
Contact Details
- contact/name – the name of the company that the quote is for
Your Details
- salesperson/name – the name of the salesperson who raised the quote
- salesperson/phoneNumber – the phone number of the salesperson who raised the quote
- salesperson/emailAddress – the email address of the salesperson who raised the quote
- company/name – the name of your company
- company/legalName – the legal name of your company
- company/copyrightYear – used in the copyright notice
- company/logoUrl – the url of your logo that can be uploaded in the Catalyst QUE settings
- company/countryCode – the two letter code of the country of your company
- company/address – your company’s address
