Generate quotes using the template engine
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 |
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 |
string | Your manager’s email address | |
PhoneNumber | string | Your manager’s phone number |