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Add an static PDF to Quotations Report

  • March 8, 2023
  • 2 replies
  • 133 views

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We have an standard “Terms and Conditions” PDF file we need to be able to send with the standard Quotations Report from IFS Cloud.  

This should be a default attachment every time a quotation is emailed or printed.

Any good instruction how to set up this in IFS Cloud?

 

Best answer by Technical Outlaws

This can be achieved by using a combination of PDF Inserts to store the Terms & Conditions and building the appropriate Report Rule to append the pdf at the end of the report for example.

 

Report PDF Inserts

 

Report Rule

 

2 replies

Technical Outlaws
Hero (Employee)
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  • Hero (Employee)
  • 150 replies
  • Answer
  • March 8, 2023

This can be achieved by using a combination of PDF Inserts to store the Terms & Conditions and building the appropriate Report Rule to append the pdf at the end of the report for example.

 

Report PDF Inserts

 

Report Rule

 


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  • Author
  • Sidekick (Customer)
  • 20 replies
  • March 8, 2023

Thank you, works perfect!😀