BUSY Sales Quotation Template Customization
Budget: $30 – $250 USD
I need my BUSY Accounting Software quotation print-out turned into a three-part PDF that is produced with a single click inside BUSY’s Sales Quotation screen.
Here is the exact flow I am after:
• Part 1 – the standard sales-quotation layout that already ships with BUSY (no visual changes).
• Part 2 – an extra page that the user populates on the fly with up to four project images or drawings. Each image must accept a short title; when the quotation is printed or exported, those four titled images should be auto-arranged on a single portrait page.
• Part 3 – an existing “clients list” PDF that resides in a fixed location and must be appended automatically.
When the user chooses Print or Export to PDF, BUSY should silently merge Parts 1, 2 and 3 into one continuous PDF document and display/print it as the final quotation. No manual stitching or external tools should be required after this integration is in place.
Deliverables
1. The customised BUSY report/template (or equivalent files/scripts) that adds the image upload fields and handles the merge logic.
2. Deployment instructions so I can roll it out to other BUSY workstations.
3. A brief test session or video walkthrough confirming that the three-part PDF is generated exactly as described.
Hands-on experience with BUSY’s report designer, Crystal Reports or any compatible scripting/API layer is essential, as I want the solution to live entirely within BUSY’s normal workflow.
Here is the exact flow I am after:
• Part 1 – the standard sales-quotation layout that already ships with BUSY (no visual changes).
• Part 2 – an extra page that the user populates on the fly with up to four project images or drawings. Each image must accept a short title; when the quotation is printed or exported, those four titled images should be auto-arranged on a single portrait page.
• Part 3 – an existing “clients list” PDF that resides in a fixed location and must be appended automatically.
When the user chooses Print or Export to PDF, BUSY should silently merge Parts 1, 2 and 3 into one continuous PDF document and display/print it as the final quotation. No manual stitching or external tools should be required after this integration is in place.
Deliverables
1. The customised BUSY report/template (or equivalent files/scripts) that adds the image upload fields and handles the merge logic.
2. Deployment instructions so I can roll it out to other BUSY workstations.
3. A brief test session or video walkthrough confirming that the three-part PDF is generated exactly as described.
Hands-on experience with BUSY’s report designer, Crystal Reports or any compatible scripting/API layer is essential, as I want the solution to live entirely within BUSY’s normal workflow.