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📊 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.hs_sku]

[line_item.name]

[line_item.quantity]

[line_item.price]

[line_item.amount]

[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.