Twelve production documents from one model
Quotation, cutting sheets, shop drawings, labels, docket, invoice and glazing certificate, all from the same cart.
The twelve PDFs
- Project Quotation with item images, sizes, area, weight, colour, glass, hardware, prices, note, discount, shipping, terms and conditions, bank details and a signature block
- Standard Cutting Sheet: every profile cut, per item, split into aluminium, sub-frame, fly screen and louvre tables
- Special Cutting Sheet: pick the profile codes you want and sort high to low, low to high, or optimised into stock lengths
- Project Report: a costed breakdown of aluminium, glass, timber, hardware, mesh and louvre with total weight and total frame area
- Aluminium Sheet: profile quantities with paint and anodise perimeters
- Hardware Sheet: hardware quantities and lengths
- Glass Sheet: every pane with size, type and weight
- Glass Labels: printable per-pane labels for the glazing bench
- Delivery Docket with delivery address, summary, received-in-good-condition or damage-noted confirmation, and received-by and delivered-by signatures
- Shop Drawing: per-item cross-sections with dimensions and drawing numbers
- Tax Invoice with payment history and amount owing
- Glazing certificate: a template referencing AS 2047, AS 1288 and AS/NZS 1170.2 that you complete and sign with your licence number and director name; the inputs remain your responsibility
Working with documents
- Built-in PDF viewer with page navigation, zoom, fit to page, fit to width and thumbnails
- Save to your company documents folder, filed automatically by document type; or Save As, Print, or preview in the browser
- Email any document to the customer, copied to your company, with a pre-filled subject and body
- Quotation options: show or hide prices, descriptions, weight and area; supply-only or supply-and-install pricing
- Override the quotation total, apply a dollar or percentage discount, edit the printed note, add a shipping cost and estimated arrival
- Edit the glass, aluminium and hardware sheet rows and add a reference before printing
- Choose the PDF header theme colour and the PDF font used across all documents
- Editable terms and conditions template that prints on quotes
Related: Quotes & invoicing, Import & export, 3D design
