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.
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 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 the files Quote.xml, logo.png and a sub folder named Content.
The Content folder contains the file QuoteTransform.xslt
Replace the images described above with your own to allow them to be used in each document created.
More advanced customizations can be done if you are familiar with XML and XSLT by modifying the corresponding files in the locations described above.