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Custom Documents: Changes related to the Estimate Options feature

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NOTE: This article applies to Custom Documents > Estimate templates that are used with multiple Estimate Options.

With the introduction of the Estimate Options feature, certain changes need to be applied to your Custom Documents in order to properly display the option in the inline view. The side-by-side view will be rendered automatically without requiring any additional changes.

In the original custom document, the {Estimate:RateTable} tag would generally be included in a row that is separate from the {Estimate:NoteToCustomer} or the {Estimate:TotalDue} tags.

However, because the Estimate Options feature allows you to create more than one option within the same estimate "shell", there may be multiple customer messages and estimate totals (i.e. one for each option) that need to be rendered underneath each rate table.

To address this, you will need to use this set of tags that allow you to enclose your estimate options details between the "{Estimate:OptionsBegin}" and "{Estimate:OptionsEnd}" tags.

mceclip1.png

In the below example you will see how the estimate detail tags are enclosed within the "begin" and "end" tags.

If you are using a standard estimate template, you can copy & paste the below code in the editor window by replacing the current "{Estimate:RateTable}" tag and everything below that tag with the code.

Once you have found the {Estimate:RateTable} tag, select it (to highlight it and also everything after it):

Then copy & paste the below code to overwrite the highlighted section in the source code:

{Estimate:OptionsBegin}<br />
 <table class="table-none table-none-paddings" style="width: 100%;" border="0" cellspacing="0" cellpadding="0">
 <tbody>
 <tr>
 <td style="width: 45%; border-style: hidden; height: 30px;" colspan="3"><span style="font-size: 12pt;"><strong>{Estimate:OptionName}</strong></span><br />{Estimate:RateTable}</td>
 </tr>
 <tr>
 <td style="border-style: hidden;">
 <table class="table table-bordered" style="width: 100%; page-break-inside: avoid;">
 <tbody>
 <tr>
 <th style="text-align: center;">CUSTOMER MESSAGE</th>
 </tr>
 <tr>
 <td style="text-align: justify;">{Estimate:NoteToCustomer}</td>
 </tr>
 </tbody>
 </table>
 </td>
 <td class=" " style="width: 10%; border-style: hidden;"> </td>
 <td class=" " style="width: 45%; border-style: hidden;">
 <table style="width: 100%;">
 <tbody>
 <tr>
 <td style="text-align: left; font-size: 16px;"><strong>Estimate Total:</strong></td>
 <td style="text-align: right; font-size: 16px;"><strong>{Estimate:TotalDue}</strong></td>
 </tr>
 </tbody>
 </table>
 </td>
 </tr>
 </tbody>
 </table>
 {Estimate:OptionsEnd}

 

Test your template using the Preview function or by clicking the Print button on one of your actual estimates that has options present.

 

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