NOTE: This article applies to Custom Documents > Estimate templates that are used with multiple Estimate Options.
Due to the recent 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:NoteoCustomer} 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 need we introduced a new set of tags that allow you to enclose your estimate options details between the "{Estimate:OptionsBegin}" and "{Estimate:OptionsEnd}" tags.
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 template, you can copy & paste the below code in the editor window by replacing the current "{Estimate:RateTable}" tag with the blow code.
Find and highlight the tag to replace:
Copy & paste the below code over the highlighted tag:
{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}
After you copy & paste the above code your template may have some duplicate information that will need to be removed. You can easily remove the entire table or only specific rows. Simply click within the object you'd like to delete and press one of the "X" buttons on the popup menu.
Test your template using the Preview function or by clicking the Print button on one of your actual estimates.