Difference between revisions of "Sample Print Templates"
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== Opportunities Sample == | == Opportunities Sample == | ||
<pre> | <pre><!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> | ||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> | |||
<html><head><title>Proposal</title> | <html><head><title>Proposal</title> | ||
Revision as of 23:41, 7 May 2012
To use these print templates:
- Copy and paste the contents of the sample window to an HTML editor (or text editor, depending on your coding skills)
- Modify the code as required; Optionally, include Template Variables
- Save the file as .html
See Print Templates for detailed instructions.
The print template engine incorporates Apache Velocity and includes all of Velocity’s powerful templating capabilities. For a full overview of the Velocity scripting language, go to http://velocity.apache.org/engine/devel/user-guide.html.
Opportunities Sample
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<html><head><title>Proposal</title>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta content="MSHTML 6.00.2900.2604" name="GENERATOR">
<meta content="FrontPage.Editor.Document" name="ProgId"></head><body>
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr>
<td colspan="4" bgcolor="#dcdcdc"><span size="3" face="Verdana"><font face="Verdana" size="3"><b>$company.name Proposal</b></font></span></td></tr>
<tr>
<td colspan="6"><font face="Verdana" size="1"><span style="">$company.city, $company.state
$company.zip</span> <br>Date: $today</font></td></tr>
<tr height="1">
<td colspan="4" bgcolor="#696969" height="1"></td></tr>
<tr height="10">
<td colspan="3" height="10"></td></tr>
<tr height="19">
<td colspan="4" height="19">
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Company:</font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.name</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">Account
Number: </font></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.number</font></font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Agency:</font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.agent_id.name</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">Sales Rep
:</font></td>
<td width="25%"><font face="Verdana"><font size="1">$user.full_name</font></font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Billing Address:</font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.street</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">Phone:</font></td>
<td width="25%"><font face="Verdana" size="1">$opportunity.contact_id.phone</font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">City:<span style=""> </span></font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.city</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">Fax:</font></td>
<td width="25%"><font face="Verdana" size="1">$opportunity.contact_id.fax</font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">State:</font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.state</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">E-Mail:</font></td>
<td width="25%"><font face="Verdana" size="1">$opportunity.contact_id.email</font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Zip:<span style=""> </span></font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.zip</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">Web
Address:<span style=""> </span></font></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.website</font></font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Contact:</font></span></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.contact_id.first_name $opportunity.contact_id.last_name</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="1">Business
Type:</font></td>
<td width="25%"><font face="Verdana"><font size="1">$opportunity.account_id.industry</font></font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 12pt;"><font face="Verdana" size="1"><b>Amount:</b></font></span></td>
<td colspan="3" width="25%"><font face="Verdana" size="1"><b>$opportunity.total_amount</b></font></td></tr></tbody></table></td></tr>
<td colspan="4">
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr height="1">
<td bgcolor="#696969" height="1" width="33%"></td>
<td bgcolor="#696969" height="1" width="33%"></td>
<td bgcolor="#696969" height="1" width="33%"></td></tr>
<tr>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Authorized By:</font></span></td>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Title:</font></span></td>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Date:</font></span></td></tr>
<tr>
<td bgcolor="white" width="33%"></td>
<td bgcolor="white" width="33%"></td>
<td bgcolor="white" width="33%"></td></tr></tbody></table></td></tr>
<tr height="5">
<td height="5"></td>
<td height="5"></td>
<td height="5"></td></tr>
<tr>
<td colspan="4">
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr height="36">
<td bgcolor="#f5f5f5" height="36" width="33%"></td>
<td bgcolor="#f5f5f5" height="36" width="33%"></td>
<td bgcolor="#f5f5f5" height="36" width="33%"></td></tr>
<tr height="1">
<td bgcolor="#696969" height="1" width="33%"></td>
<td bgcolor="#696969" height="1" width="33%"></td>
<td bgcolor="#696969" height="1" width="33%"></td></tr>
<tr>
<td bgcolor="white" width="33%"><span style="font-size: 8pt;"><font face="Verdana">Accepted by <b style="">$company.name</b>
representative</font></span><span style="font-size: 12pt;"><font face="Verdana" size="1">:</font></span></td>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Title:</font></span></td>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Date:</font></span></td></tr>
<tr>
<td bgcolor="white" width="33%"></td>
<td bgcolor="white" width="33%"></td>
<td bgcolor="white" width="33%"></td></tr></tbody></table></td></tr>
<tr height="5">
<td height="5"></td>
<td height="5"></td>
<td height="5"></td></tr>
<tr>
<td colspan="4">
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr height="36">
<td bgcolor="#f5f5f5" height="36" width="33%"></td>
<td bgcolor="#f5f5f5" height="36" width="33%"></td>
<td bgcolor="#f5f5f5" height="36" width="33%"></td></tr>
<tr height="1">
<td bgcolor="#696969" height="1" width="33%"></td>
<td bgcolor="#696969" height="1" width="33%"></td>
<td bgcolor="#696969" height="1" width="33%"></td></tr>
<tr>
<td bgcolor="white" width="33%"><span style="font-size: 8pt;"><font face="Verdana">Approved by <b style="">$company.name</b> manager<span style=""> </span></font></span><span style="font-size: 12pt;"><font face="Verdana" size="1">:</font></span></td>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Title:</font></span></td>
<td bgcolor="white" width="33%"><span style="font-size: 12pt;"><font face="Verdana" size="1">Date:</font></span></td></tr>
<tr>
<td bgcolor="white" width="33%"></td>
<td bgcolor="white" width="33%"></td>
<td bgcolor="white" width="33%"></td></tr></tbody></table></td></tr>
<tr>
<td colspan="4" height="36">
<div align="center"><font face="Verdana"><b style=""><span style="font-size: 10pt;">$company.name</span></b><span style="font-size: 10pt;"> Agreement </span><span style="font-size: 9pt;">Terms and
Conditions</span></font></div></td></tr>
<tr>
<td></td>
<td></td>
<td></td></tr></tbody></table>
<p class="MsoNormal"><b style=""><span style="font-size: 24pt;"><font face="Verdana"></font></span></b></p>
<p class="MsoNormal"></p>
<p class="MsoNormal" style="text-align: center;" align="center"><span style="font-size: 8pt;"></span></p></body></html>
Project Sample
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<html><head><title>Project</title>
<meta http-equiv="Content-Type" content="text/html;">
<meta content="MSHTML 6.00.2900.2523" name="GENERATOR">
<meta content="FrontPage.Editor.Document" name="ProgId"></head><body>
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr>
<td colspan="4" bgcolor="#dcdcdc"><span face="Verdana" size="3"> </span></td>
</tr>
<tr height="1">
<td colspan="4" bgcolor="#696969" height="1"></td></tr>
<tr height="10">
<td colspan="3" height="10"></td></tr>
<tr height="19">
<td colspan="4" height="19">
<table border="0" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Project Name:</font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.name</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Project Type:</font></td>
<td width="25%"><font face="Verdana"><font size="4">$project.type</font></font></td>
</tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Estimated Start Date:</font></td>
<td width="25%"><font face="Verdana"><font size="4">$project.estimated_start_date</font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Estimated End date:</font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.estimated_end_date</font></font></td>
</tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Actual Start Date:</font></td>
<td width="25%"><font face="Verdana"><font size="4">$project.actual_start_date</font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Actual End date:</font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.actual_end_date</font></font></td>
</tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Priority:</font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.priority</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Percentage Complete:</font></td>
<td width="25%"><font face="Verdana" size="4">$project.percentage_complete</font></td>
</tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Estimated Hours:<span style=""> </span></font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.estimated_hours</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Estimated Costs:</font></td>
<td width="25%"><font face="Verdana" size="4">$project.estimated_costs</font></td>
</tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Actual Hours:<span style=""> </span></font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.actual_hours</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Actual Costs:</font></td>
<td width="25%"><font face="Verdana" size="4">$project.actual_costs</font></td>
</tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Percent Over Hours:</font></span></td>
<td width="25%"><font face="Verdana"><font size="4">$project.percent_over_hours</font></font></td>
<td bgcolor="#f5f5f5" width="25%"><font face="Verdana" size="4">Percent Over Budget:</font></td>
<td width="25%"><font face="Verdana" size="4">$project.percent_over_budget</font></td></tr>
<tr>
<td bgcolor="#f5f5f5" width="25%"><span style="font-size: 13pt;"><font face="Verdana" size="4">Description:<span style=""> </span></font></span></td>
<td colspan="3"><font face="Verdana"><font size="4">$project.description</font></font></td>
</tr>
</tbody></table></td></tr>
<tr height="1">
<td colspan="4" bgcolor="#696969" height="1"></td></tr>
<tr height="1">
<td colspan="4" bgcolor="#ffffff" height="1"><span style="font-size: 14pt;"></span></td>
</tr>
<tr>
<td colspan="4" height="19">
<table border="1" cellpadding="2" cellspacing="1" width="100%">
<tbody>
<tr>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Task Name</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Task Owner</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Task Start Date</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Duration</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Calculated Finish Date</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Completed Date</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>% Complete</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Status</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Priority</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Budget Amount</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Actual Amount</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>% Overrun Amount</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Budget Hours</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>Actual Hours</b></font></span></td>
<td align="left" bgcolor="#f5f5f5" nowrap><span style="font-size: 8pt;"><font face="Verdana" size="2"><b>% Overrun Hours</b></font></span></td>
</tr>
#set ($taskList = $project.tasks)
#foreach( $task in $taskList )
<tr>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.subject</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.assigned_name</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.start_date</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.duration</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.calculated_finish_date</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.date_completed</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.percentage_complete</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.status</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.priority</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.budget_amount</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.actual_amount</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.overrun_amount</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.budget_hours</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.actual_hours</font></font></td>
<td align="left" nowrap><font face="Verdana"><font size="2">$task.overrun_hours</font></font></td>
</tr>
#end
</tbody></table></td></tr>
<tr>
<td></td>
<td></td>
<td></td></tr></tbody></table>
</body></html>