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.

  1. Open Settings and Services (grid squares top left nav bar)

  2. Templates & presentations

  3. Document/PDF (tab)

  4. choose template to edit, open it by double clicking

  5. turn on “Source” in the toolbar above the text editor

  6. find the @line_items() tag in the source, and add options to override defaults.

    1. Here are the different options:

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()