How to enable row notes on the PDF template of estimates?

Updated on November 7, 2020 01:11AM by Admin

The Estimates App of Apptivo has the option to customize the template of your estimate PDF. In this template, you can display notes added to each row of your table. Hence, the notes added in each row of your table will be displayed in the PDF.

Steps to enable row notes

  • Navigate to Settings → Customize App → Print/Web Layouts of your Estimates App.
Estimates App

  • Create a new layout or navigate to an existing layout.
Layout Page

  • Go to any table in the layout. Here, the Products/Items Sold table. Navigate to the **** present in the second row of your table. This row refers to the notes field in the table and it is named Row Note. Click on **** to view the Inspector tab.
Inspector tab

  • In the Inspector tab, enable the Visibility toggle. You can also configure conditional visibility here. Once the changes are made, save them.
Enabled Toggle

  • Go to the overview page of an estimate. You can see notes are added to the items table.
  • Choose the configured template and select the Print PDF button.

  • The PDF version of the estimates will display the notes added in each row of the Products/Items Sold table based on the notes displayed on the overview page.
PDF Template