Generating quotes with 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 projectincluding 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>>

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Generate quotes using the template engine

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