Print to PDF for Quotes

[tanglin]

How can I edit/manage the "print to PDF" function for quotes before I generate the PDF? I want to be able to include or exclude specific fields from appearing in the printed PDF quote.

I recently went to ADMIN - STUDIO (under developer tools) - QUOTES - LAYOUTS - EDIT VIEW to add a new Row (a field titled FOB) under Quote Overview. This was done so that I could edit the field for FOB in any quotes. When I go "print to PDF" in a quote, this field is not showing up in the PDF after it has printed.

Any way to fix this issue?


My information:

Sugar Version 6.0.3
Sugar Professional
Category: edit/manage quote fields before "print to pdf"
OS: Windows 7

Thank you,
Tim

[blak3r]

I'm not aware of anyway to modify the quote templates in a upgrade safe way.

The only way I have found is to edit the /modules/quotes/layouts/Standard.php and Invoice.php files directly. I was able to add terms and conditions to the bottom of our quotes by learning the TCPDF api and adding it towards the end.

I'm interested to hear from others about a better way to do this if there is one.

[eitrix]

My experience is the same. If you using ezPDF engine you need to modify quotes/layouts/standard or invoice.php

Only upgrade safe way i was able to find is to redefine in a file in modules/quotes/ where you layouts are but apart from that i changed original.

tcpdf engine layout files are located in quotes/pdf.layouts or something like that. You will know becouse they have commands like writeHTML etc.

[tanglin]

Thanks for the advice blak3r and eitrix. I will look into these suggestions and see if it works out.