Conditional Layouts within a Template

Conditional Layouts within a Template

Currently we have two quote templates. 

  1. Show discount column (for when we apply a line item discount)
  2. Do not show discount column (default when no discount is applied)
The Problem
Users apply a line item discount and then often forget to switch the templates which causes confusion when the client receives the quote. (see images attached)


The Solution
Have a conditional layout with template. The we could just set the default template and show / hide a item table column depending if it is empty or not.
  • Default Template = Quote Template - No discount
  • Condition: If discount is applied then show template Quote Template - with discount

This used to be possible a couple of years back with css but the ability was removed. It was a great feature to have but was removed and a substitute was never replaced.

This could be built-up by using dynamic text also. For example: if quote contains widget X then show widget Y upsell text in quote footer.