Generating quotes using the Smartcat 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 the client 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>>

Like it?

3

Similar articles:

    No related articles