- Academy
- CostCertified Knowledgebase (old platform)
- PDF / document template editing
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Getting Started
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Bolster Basics
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Bolster Dashboard
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Bolster Proposals
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Bolster CRM
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Line Items & Assemblies in Bolster
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Bolster Presentations
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Company Preferences & Settings in Bolster
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CostCertified Fundamental Skills (old platform)
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CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
Changing proposal PDF template line item options
For PDF templates you can change/force settings regarding displaying item prices and assembly prices, force show costs (to create a master template). Customers can do this on their own as well.
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Open Settings and Services (grid squares top left nav bar)
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Templates & presentations
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Document/PDF (tab)
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choose template to edit, open it by double clicking
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turn on “Source” in the toolbar above the text editor
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find the @line_items() tag in the source, and add options to override defaults.
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Here are the different options:
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line item options (with default in brackets):
1) show Production Notes (false),
2) show Item Price (use assembly/quote settings),
3) show Assembly Price (use assembly/quote settings),
4) show Item Cost (use assembly/quote settings),
5) show Assembly Cost (use assembly/quote settings),
6) show Item Qty (use assembly/quote settings),
7) show Assembly Qty (use assembly/quote settings),
8) show Dimensions (use assembly/quote settings),
for example:
will show only assembly prices and no quantities
Note: the brackets and @ sign is required for @line_items()