FormTrap Quotation Your first decision is whether to issue the quote from ERP output using conventional FormTrap forms or Instead to use QDE for the same purpose …

FormTrap Quotation … regardless, these items will be required to form a legible and clearly understood document Product descriptions that are clear, unabbreviated and FULLY describe what the prospect intends to purchase, as Lookup Entries, named with constants and the product code, eg Prod-Descr-112544-Y where 112544-Y is the product code. Product Brochures as PDFs (these accompany the quote via Email) or as .prt files, ready to print using the same printer driver (ie PCL6 or PostScript or PDF). Brochure file names s will have constants plus product code as their title and will be in the Substitutions folder. eg Brochure-112544-Y.pdf and/or Brochure-112544-Y.prt

Product descriptions from Lookup entries … FormTrap Quotation Product descriptions from Lookup entries … Invoicing description SELLING description … Invoicing description Invoicing description There is no maximum length for a looked-up product description, use this to SELL …

FormTrap Quotation Brochures automatically accompany quotes, with brochures in the same sequence as quotation products are listed … If there is a brochure it is copied to output from the Substitutions Folder, email brochures as PDFs or print brochures. No file simply means no brochure … Assembly is completely automated …

Brochure Files in Substitutions FormTrap Quotation Brochure Files in Substitutions Brochure Assembly Process … Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Products in the Quote Format Quote Conflux-222 Narkle-1505 Pheng-14 Sprong-22 Widg-101 Yullo-3

Brochure Files in Substitutions FormTrap Quotation Brochure Files in Substitutions Brochure Assembly Process … Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Products in the Quote Format Quote Conflux-222 Narkle-1505 Pheng-14 Sprong-22 Widg-101 Yullo-3

Brochure Files in Substitutions FormTrap Quotation Brochure Files in Substitutions Brochure Assembly Process … Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Products in the Quote Format Quote Conflux-222 Narkle-1505 Pheng-14 Sprong-22 Widg-101 Yullo-3

Brochure Files in Substitutions FormTrap Quotation Brochure Files in Substitutions Brochure Assembly Process … Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Products in the Quote Format Quote Conflux-222 Narkle-1505 Pheng-14 Sprong-22 Widg-101 Yullo-3

Brochure Files in Substitutions FormTrap Quotation Brochure Files in Substitutions Brochure Assembly Process … Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Products in the Quote Format Quote Conflux-222 Narkle-1505 Pheng-14 Sprong-22 Widg-101 Yullo-3

FormTrap Quotation Brochure Assembly Process … … and so on Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Brochure-Conflux-111.pdf Brochure-Conflux-222.pdf Brochure-Conflux-333.pdf Brochure-Fhlip-AA.pdf Brochure-Fhlip-AB.pdf Brochure-Fhlip-BA.pdf Brochure-Fhlip-BB.pdf Brochure-Pheng-11.pdf Brochure-Pheng-12.pdf Brochure-Pheng-13.pdf Brochure-Pheng-14.pdf Brochure-Pheng-15.pdf Brochure-Snark-Sml.pdf Brochure-Snark-Med.pdf Brochure-Snark-Lrg.pdf Brochure-Snark-XLrg.pdf Brochure-Widg-100.pdf Brochure-Widg-101.pdf Brochure-Widg-102.pdf Brochure-Yullo-1.pdf Brochure-Yullo-102.pdf Brochure-Yullo-2.pdf Brochure-Yullo-202.pdf Brochure-Yullo-3.pdf Brochure-Yullo-303.pdf Format Quote FormTrap Server copies files to output in the same order as input … … and so on

You may need Terms and Conditions with Quotes, FormTrap Quotation You may need Terms and Conditions with Quotes, that’s really simple for FormTrap and is normally part of the Quote itself … Ideal is a numbered page as part of the Quote document, click here (method 1) Same as Brochures, add document(s) as .pdf or .prt using a code or mnemonic to access the saved file. Finally, you can do this in a QDE letter or email, click here for email

FormTrap Quotation All of the slides above assume use of the file from your ERP quoting program. For QDE-generated documents, click here Additional customer programming allows the bulk of the work from your ERP system, saved temporarily to a folder under quote number, while the personal touch comes from QDE forms. The QDE specialized emails and letters then pick up from the above folder. We’re available to discuss your requirements.

Sales@FormTrap.com Support@FormTrap.com +61 2 8303 2400 Call or Email us … Sales@FormTrap.com Support@FormTrap.com +61 2 8303 2400