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    • Generate quotes using the template engine

    Discover how to generate PDF quotes in Smartcat using either standard or custom templates, incorporating data like company, client, and project details for a comprehensive and professional quote.

    Smartcat allows you to generate quotes in PDF format. For this purpose, you can use the standard template or create your own templates using the Smartcat Template Engine technology. It can be used to create a single template for all clients or individual templates for each client.

    Below is the data model used to generate quotes in PDF format. These objects and their respective fields can be used to develop custom templates using the Smartcat Template Engine technology.

    Company

    Information about the company that issued the quote

    Field name

    Data type

    Description

    Name

    string

    Company name as in profile

    LegalName

    string

    Legal name

    The standard template uses the company’s legal name, if available. Otherwise, the name provided in the company’s profile is used:

    <<if [Company.LegalName != null]>>

    <<[Company.LegalName]>><<else>><<[Company.Name]>><</if>>

    Client

    Client details taken from theclient card

    Field name

    Data type

    Description

    Name

    string

    Name

    LegalName

    string

    Legal company name

    Vat

    string

    VAT number or other tax ID

    Kpp

    string

    KPP(КПП - only for Russian legal entities)

    MainContact

    ClientContact

    Primary contact's name

    AdditionalContacts

    ClientContact[]

    Other contacts' names

    Country

    string

    3-letter country code

    Address

    string

    client's legal address

    VendorManager

    Manager

    Your manager who works with a client

    Industry

    string

    Client's industry

    Website

    string

    Client's website

    Language

    string

    Language for communication

    Comment

    string

    Comment taken from a client card

    ClientContact

    FullName

    string

    contact's full name

    Email

    string

    contact's email address

    Phone

    string

    contact's email address

    Position

    string

    contact's position

    Comment

    string

    Comment left to a contact in a client card

    Manager

    FullName

    string

    Your manager’s full name

    Email

    string

    Your manager’s email address

    PhoneNumber

    string

    Your manager’s phone number

    Below is an example of how to use the Client object:

    <<[Client.Name]>>

    VAT: <<[Client.Vat]>>

    <<if [Client.MainContact != null]>>Main contact: <<[Client.MainContact.FullName]>><</if>>

    <<if [Client.AdditionalContacts.Any()]>>Additional contacts:
    <<foreach [a in Client.AdditionalContacts]>>
    <<[a.FullName]>> <<link ["mailto:"     + a.Email] [a.Email]>>
    <<if [a.PhoneNumber != null]>> <<link ["tel:" + a.PhoneNumber] [a.PhoneNumber]>>
    <</if>>
    <</foreach>>
    <</if>>

    Project

    Project details

    Field name

    Data type

    Description

    Name

    string

    Name

    Number

    string

    Project number

    Filenames

    string[]

    File names in a project including extensions

    SourceLanguage

    string

    Source language

    TargetLanguages

    string

    Target languages

    WorkflowStages

    string

    Workflow stages

    Managers

    Manager[]

    List of project managers

    Manager

    FullName

    string

    Project manager’s full name

    Email

    string

    Email address

    PhoneNumber

    string

    Phone number

    Below is an example of how to use the Project object. Let’s display the details of the first two managers if they are included in the list of managers:

    <<if [Project.Managers.Any()]>>

    <<foreach [m in Project.Managers.Take(2)]>><<[m.FullName]>>,

    <<[m.Email]>>

    <<next>><<if [m.FullName != null]>><<[m.FullName]>>,

    <<[m.Email]>><</if>><</foreach>>

    <</if>>

    Quote

    Quote details

    Field name

    Data type

    Description

    Number

    string

    Quote number

    TotalCost

    decimal

    Total project cost

    Currency

    string

    Alphabetic currency code

    CurrencySymbol

    string

    Currency sign

    DueDate

    DateTime

    Quote validity

    ClientContactName

    string

    Contact person name used in a quote

    ClientContactEmail

    string

    Contact email address used in a quote

    Services

    Service[]

    List of services

    Service

    Name

    string

    Service name

    SourceLanguage

    string

    Source language

    TargetLanguage

    string

    Target language

    UnitCount

    decimal

    Number of service units

    Rate

    decimal

    Rate per unit

    TotalCost

    decimal

    Total service cost

    UnitType

    string

    Type of units payable

    DetalizationRows

    DetalizationRow[]

    List of elements included in the service breakdown

    DetalizationRow

    Name

    string

    Unit category name. E.g.:102% matches, repetitions

    UnitCount

    decimal

    Number of units within a breakdown element

    Rate

    decimal

    Discounted rate per payable unit

    FullRate

    decimal

    Full rate per payable unit

    TotalCost

    decimal

    Total cost of a breakdown element

    UnitType

    string

    Type of units payable

    Below is an example of how to use the Quote object. Let's display the list of services specifying the source and target languages:

    <<foreach [s in Quote.Services]>><<[s.Name]>>

    <<if [s.TargetLanguage != null]>><<[s.SourceLanguage]>> - <<[s.TargetLanguage]>><</if>>

    <</foreach>>