Avoid DRAFT in PDF before submitting

ERPNext Selling/CRM
1

Is it possible to avoid the word DRAFT in the PDF during the quotation process before SUBMITTING?

We keep on changing the quote a lot and it we keep on having cancelled quotes.

Thank you.

Best
Rutger from Amsterdam

2

Not completely clear what you want to achieve.

If your process is …
~ to provide a Quote to your customer,
~ they might not accept it or change requirements
~ you need to provide an adjusted Quote based on that

the best practise would be to …

~ “Submit” your initial quote
~ “Cancel” it if necessary
~ “Amend” it and “Submit” the amended version

Like this you have the entire quotation history available for reference while only tye current one (which is in “submitted” stage) is valid

3

Hi,

Thanks for having a look at my question.

What I would like to do is not to Submit my quote before sending it to my customer. We change a lot of the quotes during the first stage of a request and it keeps a better overview then.

But what happens is when you not Submit the quote and create a PDF for sending it to the customer it says the word DRAFT in the PDF. This comes from the status of the quote in the status field.

I would like to avoid this word DRAFT in the PDF, so I can keep my quotes in an Unsubmitted Status.

Hope you understand and are able to help me out.

Rutger

4

i think customer wouldn’t mind revised quotation with revision number? Just keep submit,cancel and amend works for us.:smile:

1 Like
5

Don’t follow your concern.

~ As long as you haven’t sent quote to customer you won’t mind term DRAFT (which practically wouldn’t appear anywhere because there is no need to generate any PDF)

~ once you are ready to send to customer … you commit and print the PDF

Seems either @Jay and I are not getting your point or you are not getting ours

6

thanks.

I’m getting the point you are both making. its just that I would prefer working like this although the system has the flow you are both describing.

I would like to sent out quotes in a Draft mode in the format PDF because many quotes get changed all the time in our situation. My colleagues would prefer quotes in a draft mode instead of a lot of cancelled quotes connected to the most recent one.

Therefore I was wondering if it would be possible to hide the word DRAFT only in the PDF creation part but wasn’t able to find this in the Print Format builder.

Hope I made myself clear.

7

You have to create custom print format to hide DRAFT… You can find the tutorial to.create custom.print format

8

I’m using a custom print format at the moment, but the DRAFT section didn’t come up. I believe its the ERP system creating it “under the surface” or I’m overlooking it.

Were you able to workaround it jof2jc?

9

I see now how it works. It’s more complicated then the drag and drop feature but I will ask some assistance.

Thanks everybody for your time.

10

photoshop