1. FormTrap Quotation Your first decision is whether to issue the quote
from ERP output
using conventional FormTrap forms or
Instead to use QDE for the same purpose …

2. FormTrap Quotation
… regardless, these items will be required to form a legible and clearly understood document
Product descriptions that are clear, unabbreviated and FULLY describe what the prospect intends to purchase, as Lookup Entries, named with constants and the product code, eg Prod-Descr Y where Y is the product code.
Product Brochures as PDFs (these accompany the quote via ) or as .prt files, ready to print using the same printer driver (ie PCL6 or PostScript or PDF). Brochure file names s will have constants plus product code as their title and will be in the Substitutions folder. eg Brochure Y.pdf and/or Brochure Y.prt

3. Product descriptions from Lookup entries …
FormTrap Quotation
Product descriptions from Lookup entries …
Invoicing description
SELLING description …
Invoicing description
Invoicing description
There is no maximum length for a looked-up product description, use this to SELL …

4. FormTrap Quotation
Brochures automatically accompany quotes, with brochures in the same sequence as quotation products are listed …
If there is a brochure it is copied to output from the Substitutions Folder,
brochures as PDFs or print brochures.
No file simply means no brochure …
Assembly is completely automated …

5. Brochure Files in Substitutions
FormTrap Quotation
Brochure Files in Substitutions
Brochure Assembly Process …
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Products in the Quote
Format Quote
Conflux-222
Narkle-1505
Pheng-14
Sprong-22
Widg-101
Yullo-3

6. Brochure Files in Substitutions
FormTrap Quotation
Brochure Files in Substitutions
Brochure Assembly Process …
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Products in the Quote
Format Quote
Conflux-222
Narkle-1505
Pheng-14
Sprong-22
Widg-101
Yullo-3

7. Brochure Files in Substitutions
FormTrap Quotation
Brochure Files in Substitutions
Brochure Assembly Process …
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Products in the Quote
Format Quote
Conflux-222
Narkle-1505
Pheng-14
Sprong-22
Widg-101
Yullo-3

8. Brochure Files in Substitutions
FormTrap Quotation
Brochure Files in Substitutions
Brochure Assembly Process …
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Products in the Quote
Format Quote
Conflux-222
Narkle-1505
Pheng-14
Sprong-22
Widg-101
Yullo-3

9. Brochure Files in Substitutions
FormTrap Quotation
Brochure Files in Substitutions
Brochure Assembly Process …
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Products in the Quote
Format Quote
Conflux-222
Narkle-1505
Pheng-14
Sprong-22
Widg-101
Yullo-3

10. FormTrap Quotation Brochure Assembly Process … … and so on
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Brochure-Conflux-111.pdf
Brochure-Conflux-222.pdf
Brochure-Conflux-333.pdf
Brochure-Fhlip-AA.pdf
Brochure-Fhlip-AB.pdf
Brochure-Fhlip-BA.pdf
Brochure-Fhlip-BB.pdf
Brochure-Pheng-11.pdf
Brochure-Pheng-12.pdf
Brochure-Pheng-13.pdf
Brochure-Pheng-14.pdf
Brochure-Pheng-15.pdf
Brochure-Snark-Sml.pdf
Brochure-Snark-Med.pdf
Brochure-Snark-Lrg.pdf
Brochure-Snark-XLrg.pdf
Brochure-Widg-100.pdf
Brochure-Widg-101.pdf
Brochure-Widg-102.pdf
Brochure-Yullo-1.pdf
Brochure-Yullo-102.pdf
Brochure-Yullo-2.pdf
Brochure-Yullo-202.pdf
Brochure-Yullo-3.pdf
Brochure-Yullo-303.pdf
Format Quote
FormTrap Server copies files to output in the same order as input …
… and so on

11. You may need Terms and Conditions with Quotes,
FormTrap Quotation
You may need Terms and Conditions with Quotes,
that’s really simple for FormTrap and is normally part of the Quote itself …
Ideal is a numbered page as part of the Quote document, click here (method 1)
Same as Brochures, add document(s) as .pdf or .prt using a code or mnemonic to access the saved file.
Finally, you can do this in a QDE letter or , click here for

12. FormTrap Quotation
All of the slides above assume use of the file from your
ERP quoting program.
For QDE-generated documents, click here
Additional customer programming allows the bulk of the work from
your ERP system, saved temporarily to a folder under quote number,
while the personal touch comes from QDE forms.
The QDE specialized s and letters then pick up from the above folder.
We’re available to discuss your requirements.

13. Sales@FormTrap.com Support@FormTrap.com +61 2 8303 2400
Call or us …