How the ForgeFlow quotation was built

Colours below are Brand Kit colours: Primary, Accent, Heading text, Body text, Muted text, Lines and Callout fill. They change with the kit you choose.

Before you start

• Docable installed, and access to create templates: see Permissions and readiness.
• An approved Brand Kit: see Give your documents a Brand Kit.
• A quote, FF-Q-0284 in the sample, with its quote line items. Give each product a File titled Product image to print its picture.

Start from the Branded quotation quick start

1. In the Docable app, open Templates, choose New, then Start from a quick start.

2. Choose Branded quotation.

3. Under Brand Kit, choose your approved kit. The sample uses ForgeFlow.

4. Choose Use as it is. The template opens in the editor, built on Quote, with the quote’s line items as the list Quote lines.

The blocks on the page

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1. Title and dates. The project title, with the dates beside it.
2. Customer, project and contact. Three columns under a thin rule.
3. Quote lines. A row for each quote line, with its picture and lead time.

Title and dates

The project on the left, the dates on the right. Guide: Put Salesforce data in a document.

Part	Setting
Layout	Two columns, widths 62% and 38%: set them with Column 1 width (%) and Column 2 width (%)
Label	QUOTATION · and the quote’s name; bold, 7.5 pt, Accent
Title	Heading 1 with the opportunity’s name; bold, 26 pt, Heading text
Prepared for	Prepared for and the bill-to name; 11 pt, Muted text
Summary	The quote’s description; 10 pt, Body text
Dates	A Field grid with one column: Issue date, Valid until, Quotation. Borders Lines between rows, Label colour Brand: Muted text, Bold labels off
Date format	Date format 4 Mar 2026 on Issue date and Valid until: they print 5 Oct 2026 and 30 Nov 2026

Customer, project and contact

Three columns under a thin rule. Guide: Show a section only when it applies.

Column	Content
Left, 36%	CUSTOMER: the bill-to name, the contact’s full name and the bill-to address
Middle, 34%	PROJECT: the ship-to name. Then Customer reference: and the Customer reference answer, shown only when the answer is not blank
Right, 30%	YOUR CONTACT: from the Brand tab, Company details › Trading name, Email and Phone
Box	The three columns sit in a Callout box with Sides Top, Border width (pt) 0.75, Padding (pt) 10 and a Lines border

Quote lines

One row for each quote line, each with a picture. Guides: Show related records in a table and Add pictures and photos.

Part	Setting
List	Quote lines. At most (records) 200, If there are more Stop generation and say why
Columns	Picture 10%, Item 38%, Lead time 16%, Qty 6%, Unit price 14%, Total 16%
Picture	Add an image column. Image from A File on each record, File title Product image, 34 by 34 pt, Fit Fill and crop, Rounded corners (pt) 6, If the image is missing Leave it out
Item	The product’s name in bold, its code in Accent, then the item detail in Muted text
Lead time	The lead time in weeks. Decimal places 0, After the value weeks, Show instead To be confirmed
Qty	The quantity. Decimal places 0, Thousands separators on
Unit price and Total	The unit price and the net amount. Currency shown as a symbol, Decimal places 2
No lines	Message No lines on this quotation.
Style	Borders Rows, Border width (pt) 0.5, Header fill Callout fill, Header text Muted text, Cell padding (pt) 4, Vertical alignment Middle, Text size (pt) 9.5
Layout	Repeat the heading row on each page on, Rows may split across pages

Calculations

Eight, each made with Calculation on the Logic tab. Guide: Add totals and calculations.

Name	Used	Operation
Issue date (today when not given)	Document	Use fallback when blank: the Issue date answer, else today
Item detail	Each line	Use fallback when blank: the line’s own description, else the product’s description
Lead time in days	Each line	Difference between dates, in days, from the issue date to the line’s date
Lead time weeks unrounded	Each line	Divide the days by 7
Lead time (weeks)	Each line	Round to 0 places
Deposit before rounding	Document	Multiply the grand total by the Deposit rate answer
Deposit	Document	Round to 2 places
Balance after deposit	Document	Subtract the deposit from the grand total

A line with no date has no lead time, so it prints To be confirmed.

Deposit and totals

Two columns. Guide: Add totals and calculations.

Part	Setting
Layout	Two columns, widths 50% and 50%
Deposit panel (left)	A Callout box: Fill Callout fill, Padding (pt) 14, Sides None, Rounded corners (pt) 6. Show when Deposit requested: the Deposit rate answer > 0
Deposit text	DEPOSIT in Accent, then a sentence that gives the deposit and its rate as a percent, says it is requested after acceptance, and gives the balance, payable 30 days from the final invoice date
Totals (right)	A Field grid with one column and Lines between rows: Subtotal, Freight, VAT
Freight	The quote’s shipping and handling, Show instead Not included
VAT	The quote’s tax
Total band	A Callout box: Fill Primary, Padding (pt) 10, Rounded corners (pt) 6. Two columns, widths 30% and 70%: TOTAL in Accent, then the grand total in white, 18 pt

In the PDF the corners are rounded. Word keeps them square.

Terms

Fixed wording to replace, plus one field grid.

Part	Setting
Heading	The label, then Heading 1 Scope & terms, 24 pt
Sections	Heading 2, 11.5 pt, Heading text: Scope of supply, Commercial terms, Delivery schedule, Assumptions & exclusions, Warranty
Commercial terms	A Field grid with three columns, Labels Above the value, Borders None: Pricing, Payment terms, Freight (Show instead Not included; quoted on request)
Delivery schedule	Says lead times count from the issue date, and that To be confirmed items are scheduled once the fabricator confirms

Cost breakdown

A doughnut chart beside a grouped table, hidden when there is nothing to chart. Guide: Add a chart.

Part	Setting
Section	Keep on one page. Show when Show charts: Custom logic. Rule 1: the Include charts answer is blank. Rule 2: it is true (ticked). Rule 3: the subtotal is not blank. Rule 4: the subtotal > 0. Logic (1 OR 2) AND 3 AND 4
Chart	Chart type Doughnut, Records Quote lines, Group by (categories) the product’s family, Value Sum of the net amount
Chart size	Width (pt) 200, Height (pt) 180, Legend Bottom, Alternative text Share of the quoted net amount by product family
Table	Quote lines again, two columns: Family 55% and Net amount 45%. Group rows by the product’s family, Print One row per group, with its subtotals, Subtotal 1 in column Net amount, Calculation Sum
Layout	Keep the whole table on one page
Note	The sentence Net line amounts before freight and tax, in Muted text, 8 pt

Supporting documents and acceptance

Four sections, each with its own Show when.

Section	Shows when	Content
Supporting documents	The quote has attached Files: the list has more than 0 rows	A one-column table with each file’s title
Acceptance, to sign	The Invite acceptance answer is ticked, and the quote is neither accepted nor expired	Keep on one page. A table with Accepted by 30%, Position 25%, Signature 27% and Date 18%, one empty row, Vertical alignment Bottom
Acceptance, done	The quote’s status is Accepted	Says the quotation has been accepted and needs no further acceptance
Quotation expired	The expiration date is before today, and the quote is not accepted	Says the quotation expired on that date and asks the customer for a refreshed one

Questions asked when generating

Five questions, each added with @ › Values › Ask when generating…. Guide: Put Salesforce data in a document.

Question	Answer type	What it does
Issue date	Date	Prints as the issue date and starts the lead-time count. Blank means today
Customer reference	Text	Prints under Project. Blank hides the line
Deposit rate	Percent	Works out the deposit. 30 means 30%. Blank or 0 hides the deposit
Invite acceptance	Yes or no	Ticked adds the acceptance table
Include charts	Yes or no	Unticked hides the cost breakdown. Left out of an automated request, it counts as ticked

Make it yours

1. Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your own approved kit. The logo, colours, company details and legal line change.
2. Click each fixed paragraph under Terms and type your own wording for scope, delivery, assumptions and warranty.
3. Change Payment terms in the field grid, and the sentence in the deposit panel, if your terms differ.
4. Save a File titled Product image on each product. The next proof prints it in the first column.
5. Click the label VAT and retype it if your tax has another name.
6. Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the quote FF-Q-0284. Under Answers, enter an Issue date of 5 October 2026 and a Deposit rate of 30, tick Invite acceptance and Include charts, then choose Update preview. The lines add up to 21,755.00, freight is 450.00 and VAT is 4,441.00, so the total is 26,646.00. The deposit is 7,993.80 and the balance is 18,652.20.

If it doesn’t work

What you see	Why	What to do
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after @.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
A picture is missing.	The File title must match exactly, and a private File or one shared by a public link counts as missing.	Check the File’s title on the record.
DATA_COLLECTION_TRUNCATED	The record has more related rows than the list allows.	Raise At most (records) on that list.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.

More in Troubleshooting.

Next

• The Branded quotation starter
• The ForgeFlow Manufacturing quotation example
• Show related records in a table
• Make documents for many records