📊 Line-item tables
You want to generate a table from the line items of a deal, for example for a quote. ChiliDocs allows you to display associated objects such as line items in table form.
🔧 General logic
In ChiliDocs, all standard objects (Company, Contact, Deal, Ticket) as well as custom objects can display associated objects in tables.
Tables are defined using start and end control characters:
[objekt_table]
… content …
[objekt_table_end]
📦 Line items in deals
For line items, dedicated control characters are available. A typical product table could look like this:
[line_item_table]
|
SKU |
Name |
Quantity |
Unit Price |
Total |
|
|
|
|
|
|
[line_item_table_end]
📑 Commonly used fields
-
SKU: [line_item.hs_sku]
-
Name: [line_item.name]
-
Description: [line_item.description]
-
Quantity: [line_item.quantity]
-
Unit Price: [line_item.price]
-
Amount: [line_item.amount]
💡 Important
Line items are separate from the total amount of the deal. For a quote, you could structure it like this:
[line_item_table]
|
SKU |
Name |
Quantity |
Unit Price |
Total |
|
[line_item.hs_sku] |
[line_item.name] |
[line_item.quantity] |
[line_item.price] |
[line_item.amount] |
[line_item_table_end]
Nettopreis
| Net Price | CHF | [deal.hs_tcv] |
| VAT, 8.1 %* | CHF | [deal.mwst] |
| Gross Price* | CHF | [deal.bruttopreis] |
* Note: In this example, VAT and Gross Price are calculated fields created within the deal.