ZAB includes a pre-configured Advanced PDF Template for Renewal Estimates. This option gives Renewal Estimates a modern appearance and may be customized for branding purposes or to show specific information.
Assign an Advanced PDF to a Renewal Estimate Form:
- Navigate to Customization > List, Records & Fields > Record Types > ZAB Renewal Estimate.
- Under Forms, edit the ZAB Renewal Estimate Default Form.
- Under Print Template, select the Advanced PDF Template > Save.
- To review the new form, navigate to the Renewal Estimate and click ‘Print’.
- Renewal Estimate PDF Print preview:
Expected Advanced PDF Column Behavior:
Column display depends on which Subscription Item fields are leveraged
| Subscription Item | Rate Column | Quantity Column | Total Column | Discount Column |
| Usage | Overage/Rate | n/a | n/a | Discount Amount/Percentage |
| Fixed & Prepaids | Overage/Rate | n/a | n/a | Discount Amount/Percentage |
| Total Value | n/a | Quantity | Total Value | Discount Amount/Percentage |