I have a request for some help on creating a specific document within Suite.
I would like to create a document like a job card which has:
- The details of an account at the top (account name & address)
- A couple of reference fields (date, job no. & Quote number)
- A simple list of the job requirements
- A couple of large boxes for start and stop times
- Ts & Cs at the bottom
This would all be used as a PDF template.
I have tried to create a new module entitled ‘Jobs’ with the information in I need but got woefully lost; so I tried to create a PDF template for the details, and although most of this worked, I couldn’t get the template to show custom fields, or a few of the details listed above.
I would be most appreciative if anyone has a good idea of how I can create a PDF template for this document to be created from an account…
Thanks in advance!