With Formstack (previously WebMerge) you can create various templates of your choice. Formstack also offers various options to deliver your proposals to your customers, for example directly sending an email, or sharing documents through Google Drive. Read more about the possibilities Formstack offers and register for a free trial from their website.
Even though the interface is free, Formstack charges a monthly fee based on the volume tier you are using. See the detailed pricing on their website.
Before getting started, activate the Formstack integration through your company's subscription management. Once the add-on is enabled, register yourself as a Formstack user and enter the API key and API secret from Formstack into Severa's settings.
You can create document templates either using Formstack or alternatively by uploading your own Office documents or PDF files. All available fields can be found in the Settings > Formstack menu.
You can send your proposal to Formstack by clicking the Formstack button at the top of the proposal. In the window that opens, you will see all the templates you have created in Formstack and you can download a test proposal for review before transferring the data to Formstack. When the proposal is transferred to Formstack, a copy of it is also saved to the project in Severa.
Subtotals, proposal rows, and VAT calculation of the total amount have to be looped into a table in order for all the data to be fetched into the template. Even if your proposal doesn't have subtotals, they need to be looped into the template to show the proposal rows. You can choose which columns to show and in what order.
The VAT amount also requires a table, as a single proposal can have multiple VAT percentages. The total amount can be shown on its own.
To get the proposal rows into the template, create a table as shown below. The required Tablerow fields are visible in the table, and the subtotal must be on its own row. See the example for how you can adjust this.
| Description | Quantity | Unit price | Total price |
|---|---|---|---|
{tablerow from=$Subtotals item=sub} {$sub.Name} | {$sub.TotalPriceExcludingVat} | ||
{tablerow from=$sub.Rows item=row} {$row.Description} | {$row.Quantity} | {$row.UnitPrice} | {/tablerow}{/tablerow}{$row.TotalPriceExcludingVat} |
| Total excl. VAT | {$ProposalTotalAmountExcludingVat} | ||
{tablerow from=$ProposalVats item=vats} {$vats.VatPercentage} % VAT | {$vats.TotalVatAmount} {/tablerow} | ||
| Total incl. VAT | {$ProposalTotalAmountIncludingVat} |
Who is the sender contact person?
Sender contact is the sales person.
Who is the receiver contact person?
Receiver contact is the customer contact defined in the work summary section.
Is organizational hierarchy supported? Meaning if there are several companies using same environment.
One Severa environment can be linked to one Formstack account, so all documents go to one Formstack account.
When using sender keywords (such as {$SenderName} or {$SenderVatNumber}), the sender's information is retrieved from the unit, so the desired company appears as the sender.
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