Proposal Templates¶
The block-based proposal template builder.
The block builder that defines how the proposal PDF looks. Each proposal uses a template; you can have several (e.g.: a simple one, an institutional one).
The editor¶
When you open Templates → choose a template (or + New). The editor has three areas:
- Left - Structure: the list of blocks (drag to reorder, ↑↓, delete) + the Add block palette.
- Center - Inspector: the options of the selected block.
- Right - Live preview: the "sheet" as it will come out in the PDF.
Block types¶
| Block | What it shows |
|---|---|
| Header | Logo, contacts and a badge (e.g.: PROPOSAL) |
| Text | Free paragraph, with tags ({{cliente.nome}}) |
| Image | Uploaded image (automatically resized) |
| Customer | The data of the proposal's customer |
| Quote | The table of lines (items, quantities, VAT) |
| Totals | Subtotal, VAT, discount and total |
| Conditions | Conditions text (validity, VAT included…) |
| Signature | Signature space |
| Divider / Spacer | Visual separators |
Step by step¶
- Add block from the palette (it goes to the end).
- Select the block → edit in the Inspector (e.g.: text, show VAT, logo on/off).
- Reorder by dragging in the Structure.
- Insert tags (
{{cliente.empresa}},{{proposta.validade}}…) where it makes sense. - Test PDF to see the final result.
- Save.
Permissions
By default, administrators and trainers edit templates; the trainee uses the templates when creating proposals and exports the PDF.