DocMerge - Quotes module - How to handle comment line with quoted line items

Hello,

I am wondering how to handle Quotes template using DocMerge.

On the definition screen, you can organize your quote details with group (bundle), quoted line items and comments.

My problem is that I don't know how to manage the comments and display them in the correct position according to the quote definition.

Any sample template is welcome.

Fred

Parents
  • Hi Fred,

    Unfortunately there is no good way to organize comments and products.

    This is an example of how you can get comments and products from a product bundle:

    {#product_bundles}
      {name}
      {#product_bundle_notes}
        {description}
      {/product_bundle_notes}
      {#products}
        {name}
      {/products}
    {/product_bundles}

  • Hi ,

    I was hoping that someone found a way to mix COMMENTS and PRODUCTS together in order to be abble to generate a quote document that reflects the screen configuration.

    I suggest that they should be a "dynamic" additionnal array build for quote printing, that merge comment and product line, so user can generate a template using the current product or comment array, but also the merge one if required.

    Fred

Reply
  • Hi ,

    I was hoping that someone found a way to mix COMMENTS and PRODUCTS together in order to be abble to generate a quote document that reflects the screen configuration.

    I suggest that they should be a "dynamic" additionnal array build for quote printing, that merge comment and product line, so user can generate a template using the current product or comment array, but also the merge one if required.

    Fred

Children
  • That would be a nice improvement for sure. If you want to share your interest for the feature request, you could contact Support so they can file an idea that will be used to track all requests for it. Sorry we don't have the capability right now though!