Quote document

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Version: 10
• 1 minute to read
 • 1 minute to read

Locate quote document

NSQuoteAgent qa;
NSQuoteEntity quote = qa.GetQuoteEntity(1);

Integer docId = quote.GetDocumentId();

printLine("The main document is " + docId.toString());

Generate quote document

GenerateQuoteDocuments() will generate all the documents required to send the quote as an email to the prospect.

NSQuoteAgent qa;
NSQuotePublishDocuments docs = qa.GenerateQuoteDocuments(2,1,true,0,false,"Super proposal");

Integer docId = docs.GetQuoteDocumentId();

NSDocumentAgent docAgent;
NSDocumentEntity doc = docAgent.GetDocumentEntity(docId);
printLine(doc.GetContact().GetName());

Parameters

  • ID of the version
  • ID of the template for the email body
  • should the main quote document be attached to the email? (bool)
  • ID of the template for the quote lines (can be 0)
  • Should the attachments specified (in the database) be included? (bool)
  • Subject line for the email, in the correct language (can contain template variables)

Check when a document was sent

NSQuoteAgent qa;
NSQuoteVersion version = qa.GetQuoteVersion(1);

Integer state = version.GetState();

if (state == 6 || state == 8 || state == 9) {
  printLine("Proposal was sent " + GetSentDate().toString());
}

See also