DriveWorks contains a Quote Document Template in XML format. This enables the user to quickly set up a customizable quote. DriveWorks will place a copy of the Document in the location of the Project files. This is the file that DriveWorks will use to create the Document.
This Document will create a number of Variables which link in to the Document. Rules can be built for the Variables to customize the Document.
The Quotation Document Template will create a HTML file which is viewable in a web browser.
In DriveWorks Administrator open the Project the Document is to be added to and go to Stage4: Output Rules then Documents - Files and scroll down to Template.
Along with this Document DriveWorks will create a set of Variables which link to the Document. It is recommended that these are used and rules are not created in the Tagged Elements section of the Document editor.
The Variables can be edited the in the Define Variables section. DriveWorks will have created 2 new Variable categories, the common category and also a category with the name given to the Document.
The Quotation Template document is triggered in the Specification Flow by the Release Documents task.
The images used in the document can be modified by replacing the existing images with your own.
A folder will be created in the Project location with the name:
<Document Name> Quote Document
This folder will contain an image Logo.png and the file Quote.xml and a sub folder named Content.
The Content folder contains the file QuoteTransform.xslt
More advanced customizations can be done if you are familiar with XML and XSLT by modifying the corresponding files in the locations described above.