How can I create a table from the line items in a deal?

A table with the details of the article is to be created from the article items in a deal for an offer.

In ChiliDocs, the attached objects (including custom objects) can be displayed in tables in all standard objects (Company, Contacts, Deals, Tickets). 

The following control characters must be used for this:.

[object_table]

[object_table_end

For the article items in a deal accordingly:


[line_item_table]

SKU 

Name

Quantity

Unit price

Total

[line_item.hs_sku]

[line_item.name]

[line_item.quantity]

[line_item.price]

[line_item.amount]

[line_item_table_end]

The most common standard fields are

  • [line_item.hs_sku]
  • [line_item.name]
  • [line_item.description]
  • [line_item.quantity]
  • [line_item.price]
  • [line_item.amount]

 

Important!
The article items must be separated from the total of the deal. For an offer, this could look like this:

[line_item_table]

SKU 

Name

Quantity

Unit price

Total

[line_item.hs_sku]

[line_item.name]

[line_item.quantity]

[line_item.price]

[line_item.amount]

[line_item_table_end]                                                                                                                         

 

Nettopreis CHF [deal.hs_tcv]
Mehrwertsteuer, 8.1 %* CHF [deal.mwst]
Bruttopreis* CHF [deal.bruttopreis]

*In this example, the two fields VAT and gross price have been created as calculated fields in the deal.