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S-Docs Sample Template Code Library

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S-Docs Sample Template Code Library

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The S-Docs sample template codes provide a comprehensive collection of code snippets and examples that can be used to customize and enhance your S-Docs templates. By leveraging the S-Docs template codes, you can expedite the template customization process and achieve greater flexibility in tailoring your templates to specific needs. 

To get you started, here are some sample templates. These templates are designed to provide you with a foundation to kick-start your customization process. By utilizing these sample templates, you can save time and effort in designing and structuring your documents.

New quote sample template

Below are sample template codes for both Ramp and Non-ramp templates that you can use as a reference when creating new quotes:

Non-ramp new quote template

Make sure the namespace and fields are configured to suit your needs.

<br />
<br />
<style type="text/css">.textBold {margin:0cm;font-size:12px;font-family:arial unicode ms,sans-serif;font-weight: bold;}
  .textDetail {margin:0cm;font-size:12px;font-family:arial unicode ms,sans-serif;}
  table.table439 {border-collapse: collapse; margin: 25px 0; font-size: 0.9em; font-family: sans-serif;  box-shadow: 0 0 20px rgba(0, 0, 0, 0.15); width:100% }
  .table439header {background-color: #009879; color: #ffffff; text-align: left; }
  .table439header1 {background-color: #1e6e60; color: #ffffff; text-align: left; }
  .table439footer {border-bottom: 2px solid #009879;}
  .table439RowEven{background-color: #f3f3f3;}
  .table439RowOdd{border-bottom: 1px solid #dddddd; }
  .table439 thead th { background-color: #009879; color: #ffffff; text-align: left; } 
  .table439 th, 
  .table439 td { padding: 12px 15px; }
</style>
<!-- ******************** START RELATED LIST SECTION UNIQUEID:685********************-->
<table border="0" cellpadding="1" cellspacing="1" style="width: 100%;">
    <tbody>
        <tr>
            <td style="width: 50%;">
            <p><span class="textBold">Quote Number:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__number__c}}</span><br />
            <span class="textBold">Name:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.name}}</span><br />
            <span class="textBold">Valid Until:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__ValidUntil__c}}</span></p>
            </td>
            <td style="width: 50%;">
            <p style="text-align: right;"><span><span class="textBold">Organization Name:</span>&nbsp;</span><span class="textDetail">{{!UserOrganizationName}}</span><br />
            <span class="textBold">Tel:&nbsp;</span><span class="textDetail">{{!UserPhone}}</span><br />
            <span class="textBold">Fax:&nbsp;</span><span class="textDetail">{{!UserFax}}</span></p>
            </td>
        </tr>
    </tbody>
</table>

<table border="1" cellpadding="1" cellspacing="1" style="width: 100%;">
    <tbody>
        <tr>
            <td style="width: 50%;">
            <p><span class="textBold">Bill To</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__Account__r.name}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.firstname}} {{!zqu__Quote__c.zqu__BillToContact__r.LastName}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.City}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.State}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.PostalCode}}</span></p>
            </td>
            <td style="width: 50%;">
            <p><span class="textBold">Sold To</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__Account__r.name}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.firstname}} {{!zqu__Quote__c.zqu__SoldToContact__r.LastName}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.City}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.State}}</span><br />
            <span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.PostalCode}}</span></p>
            </td>
        </tr>
        <tr>
            <td style="width: 50%;">
            <p><span class="textBold">Start Date:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__StartDate__c}}</span><br />
            <span class="textBold">Initial Term:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__InitialTerm__c}}</span><br />
            <span class="textBold">Renewal Term:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__RenewalTerm__c}}</span><br />
            <span class="textBold">Auto Renew:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__AutoRenew__c}}</span></p>
            </td>
            <td style="width: 50%;">
            <p><span class="textBold">Billing Method:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__BillingMethod__c}}</span><br />
            <span class="textBold">Payment Method:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__PaymentMethod__c}}</span><br />
            <span class="textBold">Payment Term:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__PaymentTerm__c}}</span><br />
            <span class="textBold">Currency:&nbsp;</span><span class="textDetail">{{!zqu__Quote__c.zqu__Currency__c}}</span></p>
            </td>
        </tr>
    </tbody>
</table>
<br />
<br />
<!-- ******************** END RELATED LIST SECTION UNIQUEID:439********************--><br />
### RELATED LIST No: 981 ###
<table class="table439">
    <tbody>
        <tr>
            <th class="table439header">CHARGE</th>
            <th class="table439header">MRR</th>
            <th class="table439header">TCV</th>
            <th class="table439header">DMRR</th>
            <th class="table439header">DTCV</th>
            <th class="table439header">DISCOUNT</th>
            <th class="table439header">TAX</th>
            <th class="table439header">SUBTOTAL</th>
            <th class="table439header">TOTAL</th>
        </tr>
    </tbody>
    <tbody style="page-break-inside: avoid !important; page-break-before: auto !important;"><!--{{!
<lineitems>
<class>table439</class>
<listname>zqu__quotechargedetails__r</listname>
<column>name</column>
<column>zqu__mrr__c</column>
<column>zqu__tcv__c</column>
<column>zqu__deltamrr__c</column>
<column>zqu__deltatcv__c</column>
<column>zqu__billingdiscount__c</column>
<column>zqu__billingtax__c</column>
<column>zqu__billingsubtotal__c</column>
<column>zqu__billingtotal__c</column>
</lineitems>
}}-->
    </tbody>
</table>
&nbsp;

<table border="0" cellpadding="0" cellspacing="0" class="table439" style="width: 100%;">
    <tbody>
        <tr>
            <td class="table439header1" colspan="5">Rate Plan Charge</td>
        </tr>
        <tr>
            <th class="table439header">RATE PLAN</th>
            <th class="table439header">CHARGE</th>
            <th class="table439header">QUANTITY</th>
            <th class="table439header">EFFECTIVE PRICE</th>
            <th class="table439header">TOTAL</th>
        </tr>
        <!--{{! <LineItemsSOQL>
          <class>table439</class>
          <ListName>zqu__QuoteRatePlanCharge__c</ListName>
          <soql>select id,zqu__QuoteRatePlan__r.Name,Name,zqu__Quantity__c, zqu__EffectivePrice__c, zqu__Total__c ,(select id,zqu__StartingUnit__c,zqu__EndingUnit__c,zqu__Price__c   from zqu__Quote_RatePlan_Charge_Tier__r) from zqu__QuoteRatePlanCharge__c where zqu__QuoteRatePlan__r.zqu__Quote__c ='{{!ObjectID15}}'</soql>
          <column>zqu__QuoteRatePlan__r.Name</column>
          <column>Name</column>
          <column format-number="#,###.##">zqu__Quantity__c</column>
          <column format-number="#,###.##">zqu__EffectivePrice__c</column>
          <column format-number="#,###.##">zqu__Total__c</column>
          </LineItemsSOQL> }}-->
        <tr>
            <td class="table439" colspan="4" style="text-align: right;">Subtotal:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Previewed_SubTotal__c}}</td>
        </tr>
        <tr>
            <td class="table439" colspan="4" style="text-align: right;">Discount:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Previewed_Discount__c}}</td>
        </tr>
        <tr>
            <td class="table439" colspan="4" style="text-align: right;">Tax:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Previewed_Tax__c}}</td>
        </tr>
        <tr>
            <td class="table439" colspan="4" style="text-align: right;">TOTAL:</td>
            <td class="table981col0">{{!zqu__Quote__c.zqu__Previewed_Total__c}}</td>
        </tr>
    </tbody>
</table>

<table border="0" cellpadding="0" cellspacing="0" class="table439" style="width: 100%;">
    <tbody>
        <tr>
            <td class="table439header1" colspan="6">TIER DETAILS</td>
        </tr>
        <tr>
            <th class="table439header">RATE PLAN</th>
            <th class="table439header">TIER</th>
            <th class="table439header">START UNIT</th>
            <th class="table439header">END UNIT</th>
            <th class="table439header">DISCOUNT</th>
            <th class="table439header">EFFECTIVE PRICE</th>
        </tr>
        <!--{{! <LineItemsSOQL>
          <class>table439</class>
          <ListName>zqu__QuoteCharge_Tier__c</ListName>
          <soql>select id,zqu__QuoteRatePlanCharge__r.Name,zqu__Tier__c, zqu__StartingUnit__c, zqu__EndingUnit__c, zqu__Effective_Price__c, zqu__Discount__c from zqu__QuoteCharge_Tier__c where zqu__QuoteRatePlanCharge__r.zqu__QuoteRatePlan__r.zqu__Quote__c ='{{!ObjectID15}}'</soql>
          <column>zqu__QuoteRatePlanCharge__r.Name</column>
          <column>zqu__Tier__c</column>
          <column format-number="#,###.##">zqu__StartingUnit__c</column>
          <column format-number="#,###.##">zqu__EndingUnit__c</column>
          <column format-number="#,###.##">zqu__Discount__c</column>
          <column format-number="#,###.##">zqu__Effective_Price__c</column>
           </LineItemsSOQL> }}-->
    </tbody>
</table>
<br />
<!-- ******************** START RELATED LIST SECTION UNIQUEID:740********************--><br />
### RELATED LIST No: 740 ###
<table border="0" cellpadding="0" cellspacing="0" class="table439" style="width: 100%;">
    <tbody>
        <tr>
            <td class="table439header1" colspan="6">Quote Line Items</td>
        </tr>
        <tr>
            <th class="table439header">Name</th>
            <th class="table439header">Quantity</th>
            <th class="table439header">Amount per Unit</th>
            <th class="table439header">Item Type</th>
            <th class="table439header">Item State</th>
            <th class="table439header">Charge Subtotal</th>
        </tr>
        <!--{{!
        <lineitems>
        <class>table439</class>
        <listname>zqu__quoteorderlineitems__r</listname>
        <column>name</column>
        <column>zqu__quantity__c</column>
        <column>zqu__chargeamountperunit__c</column>
        <column>zqu__itemtype__c</column>
        <column>zqu__itemstate__c</column>
        <column>zqu__subtotal__c</column>
        </lineitems>
        }}-->
        <tr>
            <td class="table439" colspan="5" style="text-align: right;">Quote Line Item Subtotal:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Qli_Subtotal__c}}</td>
        </tr>
        <tr>
            <td class="table439" colspan="5" style="text-align: right;">Quote Line Item Tax:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Qli_Tax__c}}</td>
        </tr>
        <tr>
            <td class="table439" colspan="5" style="text-align: right;">Quote Line Item Total:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Qli_Total__c}}</td>
        </tr>
        <tr>
            <td class="table439" colspan="5" style="text-align: right;">TOTAL:</td>
            <td class="table439">{{!zqu__Quote__c.zqu__Previewed_Total__c}}</td>
        </tr>
    </tbody>
</table>
<br />

Ramp new quote template

Make sure the namespace and fields are configured to suit your needs.

<br />
<br />
<style type="text/css">.textBold {margin:0cm;font-size:12px;font-family:arial unicode ms,sans-serif;font-weight: bold;}
  .textDetail {margin:0cm;font-size:12px;font-family:arial unicode ms,sans-serif;}
  table.table439 {border-collapse: collapse; margin: 25px 0; font-size: 0.9em; font-family: sans-serif;  box-shadow: 0 0 20px rgba(0, 0, 0, 0.15); width:100% }
  .table439header {background-color: #009879; color: #FFFFFF; text-align: left; }
  .table439header1 {background-color: #1E6E60; color: #FFFFFF; text-align: left; }
  .table439footer {border-bottom: 2px solid #009879;}
  .table439RowEven{background-color: #F3F3F3;}
  .table439RowOdd{border-bottom: 1px solid #DDDDDD; }
  .table439 thead th { background-color: #009879; color: #FFFFFF; text-align: left; }
  .table439 th,
  .table439 td { padding: 12px 15px; }
  .table439footer{ border-top:solid #C1CED9 1px;text-align:right;}
</style>
<!-- ******************** START RELATED LIST SECTION UNIQUEID:685********************-->
<table border="0" cellpadding="1" cellspacing="1" style="width: 100%;">
<tbody>
<tr>
<td style="width: 50%;">
<p><span class="textBold">Quote Number: </span><span class="textDetail">{{!zqu__Quote__c.zqu__number__c}}</span><br />
<span class="textBold">Name: </span><span class="textDetail">{{!zqu__Quote__c.name}}</span><br />
<span class="textBold">Valid Until: </span><span class="textDetail">{{!zqu__Quote__c.zqu__ValidUntil__c}}</span></p>
</td>
<td style="width: 50%;">
<p style="text-align: right;"><span><span class="textBold">Organization Name:</span> </span><span class="textDetail">{{!UserOrganizationName}}</span><br />
<span class="textBold">Tel: </span><span class="textDetail">{{!UserPhone}}</span><br />
<span class="textBold">Fax: </span><span class="textDetail">{{!UserFax}}</span></p>
</td>
</tr>
</tbody>
</table>
<table border="1" cellpadding="1" cellspacing="1" style="width: 100%;">
<tbody>
<tr>
<td style="width: 100%;">
<p><span class="textBold">Bill To</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__Account__r.name}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.firstname}} {{!zqu__Quote__c.zqu__BillToContact__r.LastName}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.City}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.State}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__BillToContact__r.PostalCode}}</span></p>
</td>
<td style="width: 50%;">
<p><span class="textBold">Sold To</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__Account__r.name}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.firstname}} {{!zqu__Quote__c.zqu__SoldToContact__r.LastName}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.City}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.State}}</span><br />
<span class="textDetail">{{!zqu__Quote__c.zqu__SoldToContact__r.PostalCode}}</span></p>
</td>
</tr>
<tr>
<td style="width: 50%;">
<p><span class="textBold">Start Date: </span><span class="textDetail">{{!zqu__Quote__c.zqu__StartDate__c}}</span><br />
<span class="textBold">Initial Term: </span><span class="textDetail">{{!zqu__Quote__c.zqu__InitialTerm__c}}</span><br />
<span class="textBold">Renewal Term: </span><span class="textDetail">{{!zqu__Quote__c.zqu__RenewalTerm__c}}</span><br />
<span class="textBold">Auto Renew: </span><span class="textDetail">{{!zqu__Quote__c.zqu__AutoRenew__c}}</span></p>
</td>
<td style="width: 50%;">
<p><span class="textBold">Billing Method: </span><span class="textDetail">{{!zqu__Quote__c.zqu__BillingMethod__c}}</span><br />
<span class="textBold">Payment Method: </span><span class="textDetail">{{!zqu__Quote__c.zqu__PaymentMethod__c}}</span><br />
<span class="textBold">Payment Term: </span><span class="textDetail">{{!zqu__Quote__c.zqu__PaymentTerm__c}}</span><br />
<span class="textBold">Currency: </span><span class="textDetail">{{!zqu__Quote__c.zqu__Currency__c}}</span></p>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="table439">
<tbody>
<tr>
<td class="table439header1" colspan="9">Quote Charge Ramp Intervals Details</td>
</tr>
<!--{{!
<lineitemsSOQL>
<class>table439</class>
<listname>zqu__quotechargeintervaldetail__c</listname>
<column>zqu__QuoteRampInterval__r.name</column>
<column>zqu__QuoteRatePlanCharge__r.name</column>
<column format-number="#,###.##">zqu__DeltaMRR__c</column>
<column format-number="#,###.##">zqu__DeltaTCB__c</column>
<column >zqu__EndDate__c</column>
<column format-number="#,###.##">zqu__MRR__c</column>
<column format-number="#,###.##">zqu__TCB__c</column>
<column >zqu__ProductRatePlanCharge__r.Name</column>
<column >zqu__StartDate__c</column>
<where>zqu__QuoteRatePlanCharge__r.zqu__QuoteRatePlan__r.zqu__Quote__c = '{{!ObjectID15}}'</where>
<groupbyheader position="after-group">QuoteRampInterval,QuoteRatePlancharge,DeltaMRR,DeltaTCB,EndDate,MRR,TCB,ProductRatePlanCharge,StartDate</groupbyheader>
<groupby type="onetable">zqu__QuoteRampInterval__r.name</groupby>
<groupbysum position="footer" format-number="#,###.##" prefix="Subtotal $">zqu__QuoteRatePlanCharge__r.zqu__Total__c</groupbysum>
<orderby>zqu__QuoteRampInterval__r.name</orderby>
</lineitemsSOQL>
}}-->
<tr>
<td colspan="4"> </td>
</tr>
</tbody>
</table>
<br />
<!-- ******************** START RELATED LIST SECTION UNIQUEID:41********************--><br />
###RELATED LIST No: 41###
<table class="table439">
<tbody>
<tr>
<th class="table439header">name</th>
<th class="table439header">name</th>
<th class="table439header">deltamrr</th>
<th class="table439header">deltatcb</th>
<th class="table439header">enddate</th>
<th class="table439header">mrr</th>
<th class="table439header">tcb</th>
<th class="table439header">productrateplanchargename</th>
<th class="table439header">startdate</th>
</tr>
</tbody>
<tbody style="page-break-inside: avoid !important; page-break-before: auto !important;"><!--{{!
<lineitems>
<class>table439</class>
<listname>zqu__quotechargeintervaldetails__r</listname>
<column>zqu__QuoteRampInterval__r.name</column>
<column>zqu__QuoteRatePlanCharge__r.name</column>
<column>zqu__deltamrr__c</column>
<column>zqu__deltatcb__c</column>
<column>zqu__enddate__c</column>
<column>zqu__mrr__c</column>
<column>zqu__tcb__c</column>
<column>zqu__ProductRatePlanCharge__r.zqu__productrateplanchargename__c</column>
<column>zqu__startdate__c</column>
<where>zqu__QuoteRatePlanCharge__r.zqu__QuoteRatePlan__r.zqu__Quote__c = '{{!ObjectID15}}'</where>
<orderby>zqu__QuoteRampInterval__r.name</orderby>
</lineitems>
}}-->
</tbody>
</table>
<br />
<!-- ******************** END RELATED LIST SECTION UNIQUEID:41********************--> <!-- ******************** END RELATED LIST SECTION UNIQUEID:731********************-->
<table border="0" cellpadding="0" cellspacing="0" class="table439" style="width: 100%;">
<tbody>
<tr>
<td class="table439header1" colspan="5">Rate Plan Charge</td>
</tr>
<tr>
<th class="table439header">RATE PLAN</th>
<th class="table439header">CHARGE</th>
<th class="table439header">QUANTITY</th>
<th class="table439header">EFFECTIVE PRICE</th>
<th class="table439header">TOTAL</th>
</tr>
<!--{{! <LineItemsSOQL>
          <class>table439</class>
          <ListName>QuoteRatePlanCharge__c</ListName>
          <soql>select id,zqu__QuoteRatePlan__r.Name,Name,zqu__Quantity__c, zqu__EffectivePrice__c, zqu__Total__c ,(select id,zqu__StartingUnit__c,zqu__EndingUnit__c,zqu__Price__c   from zqu__Quote_RatePlan_Charge_Tier__r) from zqu__QuoteRatePlanCharge__c where zqu__QuoteRatePlan__r.zqu__Quote__c ='{{!ObjectID15}}'</soql>
          <column>zqu__QuoteRatePlan__r.Name</column>
          <column>Name</column>
          <column format-number="#,###.##">zqu__Quantity__c</column>
          <column format-number="#,###.##">zqu__EffectivePrice__c</column>
          <column format-number="#,###.##">zqu__Total__c</column>
          </LineItemsSOQL> }}-->
<tr>
<td class="table439" colspan="4" style="text-align: right;">Subtotal:</td>
<td class="table439">{{!zqu__Quote__c.zqu__Previewed_SubTotal__c}}</td>
</tr>
<tr>
<td class="table439" colspan="4" style="text-align: right;">Discount:</td>
<td class="table439">{{!zqu__Quote__c.zqu__Previewed_Discount__c}}</td>
</tr>
<tr>
<td class="table439" colspan="4" style="text-align: right;">Tax:</td>
<td class="table439">{{!zqu__Quote__c.zqu__Previewed_Tax__c}}</td>
</tr>
<tr>
<td class="table439" colspan="4" style="text-align: right;">TOTAL:</td>
<td class="table981col0">{{!zqu__Quote__c.zqu__Previewed_Total__c}}</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="table439" style="width: 100%;">
<tbody>
<tr>
<td class="table439header1" colspan="6">TIER DETAILS</td>
</tr>
<tr>
<th class="table439header">RATE PLAN</th>
<th class="table439header">TIER</th>
<th class="table439header">START UNIT</th>
<th class="table439header">END UNIT</th>
<th class="table439header">DISCOUNT</th>
<th class="table439header">EFFECTIVE PRICE</th>
</tr>
<!--{{! <LineItemsSOQL>
          <class>table439</class>
          <ListName>QuoteCharge_Tier__c</ListName>
          <soql>select id,zqu__QuoteRatePlanCharge__r.Name,zqu__Tier__c, zqu__StartingUnit__c, zqu__EndingUnit__c, zqu__Effective_Price__c, zqu__Discount__c from zqu__QuoteCharge_Tier__c where zqu__QuoteRatePlanCharge__r.zqu__QuoteRatePlan__r.zqu__Quote__c ='{{!ObjectID15}}'</soql>
          <column>zqu__QuoteRatePlanCharge__r.Name</column>
          <column>zqu__Tier__c</column>
          <column format-number="#,###.##">zqu__StartingUnit__c</column>
          <column format-number="#,###.##">zqu__EndingUnit__c</column>
          <column format-number="#,###.##">zqu__Discount__c</column>
          <column format-number="#,###.##">zqu__Effective_Price__c</column>
           </LineItemsSOQL> }}-->
</tbody>
</table>