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    Purchase Order payment tool: table layout for selected product items in the email and thank you page templates

    Asked by grade4pagasa on August 02, 2016 at 01:12 PM

    Add to that, the professional looking invoice / receipt will be automatically included in the email notification or thank you page.

    Original post of this thread

    notification thank you page table layout tabular layout
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    JotForm Support

    Answered by Jan on August 02, 2016 at 02:04 PM

    I'm not sure if you know that you can customize the PDF that is attached to the notification or to the autoresponder. If not, here's a guide:

    1. In the Submissions page, click the "PDF" button and then select "Customize PDF" option.

    2. In the PDF Designer, you can add text and move fields. 

    Also, I know that you are familiar with editing or customizing the notification and the thank you page. Aren't you able to do the professional looking invoice using the email editor?

    If you need any help, let us know. Thank you.

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    Answered by grade4pagasa on August 03, 2016 at 02:28 AM

    Hi Jan

    I'm not sure why I got an email notification about your reply but couldn't see it in this thread (fig. 1).

    From what I know, the PDF designer can be used to change the default layout and settings. However, I'm not sure that it can be manipulated in such a way that it can follow a letter-form (free form) layout - without field labels and values stacked horizontally. 

    And you're correct, I'm familiar with customizing the email notification and thank you page. However, it's impossible to get the Counter Label values (fig. 2) from a Ticket Purchases or Inventory widget - as explained by Welvin in this thread. Hence, my asking if a pre-fab invoice template could be provided (that contains the Counter Label value(s)). 

    The invoice template feature request is in context with the gist of this original thread

    Hope this clarifies the rationale of this feature request.

     

    Thanks.

     

    fig. 1

     

     

    fig. 2

     

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    JotForm Support

    Answered by Chriistian on August 03, 2016 at 04:31 AM

    You are correct that the PDF designer cannot be manipulated in such a way that it can follow a free form layout. If I understand correctly, you would like to request an automatically generated invoice that looks professional whenever a payment field is added to the form? Furthermore, this template should contain the counter label values for the notification. Please confirm if this is correct.

    To better relay this to our developer team, can you please give us additional descriptions (such as details and fields) of the invoice you want to be generated? If you can give us a draft so we can follow it, that would be great.

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    Answered by grade4pagasa on August 03, 2016 at 05:39 AM

    Hi Chriistian. 

    Yes, in addition to the feature request for a hybrid purchase order + inventory widget, 
    i would also like to request for an accompanying invoice template that looks professionally made (in table layout - each field residing in its own column). 

    As for the fields, the standard boilerplate fields should be placed inside the purchase order invoice. 

    You can see in fig. 1 how the invoice looks like when it's emailed (autoresponder and / or notification). 

    The succeeding images are a few ideas on how the invoice is imagined to look like.

    Thanks. 

     

     

    fig. 1 - default JotForm invoice layout

     

     

    fig. 2 - some ideas for the invoice template (emphasis on the itemized purchase - ignore the auxiliary elements)

     


    ---------------------------------------------------------------------

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    Answered by Irshad on August 03, 2016 at 07:27 AM

    Thanks for the detailed explanation. We will check it with our Development team, and will send you further updates accordingly.

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    Answered by grade4pagasa on August 05, 2016 at 12:50 AM

    Just to add to the rationale of this request, by default, the output of the user choices in either the Ticket Purchases or Inventory widget cannot be manipulated (or layout in a table properly) within the AutoResponder or Thank you page because the entire selection is contained within 1 output field (screenshots below). 

     

     

     

     

    this is how it looks like when emailed:

     

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    JotForm Support

    Answered by liyam on August 05, 2016 at 01:53 AM

    Thanks for the additional information. We'll inform you on this once we have updates.

    Warm regards.

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    Answered by grade4pagasa on August 09, 2016 at 12:54 PM

    This is a related issue. 

    I tried the combination of the Purchase Order + Preview before Submit widgets and it allows the user to see the Order Summary before proceeding with the purchase. The output it gave is similar to that displayed in the email notification and thank you page.  

    Red Rectangle -  Preview Before Submit Order Summary output

    Blue Rectangle - Requested layout of the Preview Before Submit Order Summary output

    Thanks.

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    Answered by Irshad on August 09, 2016 at 02:23 PM

    I am able to see there is less space at left side in red rectangle box, because of that it looks difficult to get the layout similar to the right side blue border box. If the Product name will be long, then it would be more difficult to manage all the things (Product name, Product quantity, Product price) in table format, because of less space. Please let us know, what do you think.Thanks.

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    Answered by grade4pagasa on August 10, 2016 at 08:37 AM

    Suggestion for the Order Summary - is it possible to put it in tabular format to achieve a similar look (layout) below? I was told that the My Products field (from Purchase Order tool, Ticket Purchases or Inventory widget) Order Summary is a back-end thing and cannot be edited. Hence, my reason for requesting for it to be in tabular format, not just for the Preview Before Submit output, but also in the Email Notification. This would give the transaction a more professional look when the Order Summary is displayed. Thanks.

     

    Emphasis on the itemized purchase (red box) - ignore the auxiliary elements

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    JotForm Support

    Answered by Welvin on August 10, 2016 at 10:37 AM

    There is currently no way to strip off each property in the product items, especially the quantity, the price and total per item so this is currently not possible. There is no possible workaround either inside Jotform. 

    We can integration with Freshbooks, you may consider using them for the meantime. With Freshbooks, you can customize your invoice and use data from your form. 

    https://www.jotform.com/blog/58-Create-Invoices-from-Forms-Using-Freshbooks-Integration

     

    Note that I've created the request ticket in this thread. We can't promise any timeframe for this, but if there are updates, you should know it through this thread.

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    JotForm Support

    Answered by Welvin on August 10, 2016 at 10:52 AM

    I just read it again and would like to clarify a few things. Are you requesting two features here? We need to separate the two if yes. Please confirm if these are correct:

    1. You are requesting the option to add a customizable invoice template that can be attached in the notification/autoresponder emails rather than creating it in the email body. PDF format? 

    2. You are requesting the option to strip off every piece of the Purchase Order so you can create a column like section. Some part is actually possible to strip off, you can check the list here: https://www.jotform.com/help/231-How-to-Strip-Payment-Labels-and-Separate-Payment-Info-on-Email-Alerts. But you want to also strip the quantity, the sub product if enabled, the sub total if enabled, the total of each item, the custom property.

     

    You've mentioned a few things here, please list those features that you are requesting for us to better understand them - will be greatly appreciated.

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    Answered by grade4pagasa on August 10, 2016 at 11:24 AM

    Good day, Welvin

    It did dawn on me that it's currently impossible for users to create this tabular Order Summary (invoice) task within the JotForm environment (using Purchase Order, Inventory widget or the Ticket Purchases widget) and, accordingly, this is also the reason why this Feature Request thread was opened. 

    I know that the tabular layout can be done manually & tediously (I've done it), but the rationale of this feature request is to enhance the current & default Order Summary layout / output of the 3 widgets mentioned & to improve the user-experience since it will be very time consuming (and daunting) if a user has a lot of products and doing the Order Summary (invoice) manually in either the Email Notification and / or Thank You page using HTML and field tags is out of the question. 

    As always, the reasons for my Feature Requests are to:

    * enhance the status quo of the widgets / platform and
    * to make the user-experience a better one. 

    Hope this clarifies my request. 

    Note: Assured that the overall tone of my reply is acceptable before I posted this - see fig. below ;-) 

    Much appreciated. 

    - Randy 

     

     

     

     

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    JotForm Support

    Answered by Welvin on August 10, 2016 at 11:38 AM

    We have the template in a simple format so maybe, an email template editor request is ideal. Anyways, I have updated the ticket description. Thank you for the additional information. Again, if there are updates, you should know it through this thread.

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    Answered by grade4pagasa on September 06, 2016 at 06:36 AM

    Below are threads with similar feature request.

    Please consider them as upvote to the Tabular Invoice layout of the single-celled My Products output values in either Excel or Google Sheets that will be an optional default in the AutoResponder Email / Thank you page. 

    Also, I see that the single-cell my products output values can be configured / split and presented in tabular format in Freshbooks. I believe the DevTeam configured the single-cell format of the my products values in presentable tabular format - with categories per column and new row per product (image below).

    Thanks.

     

     

     

    https://www.jotform.com/answers/416295-Separate-Product-Items-and-Total-into-two-columns-in-Excel-Report 

    https://www.jotform.com/answers/702457-How-to-separate-the-product-info-into-different-column

    https://www.jotform.com/answers/503069-How-to-create-an-order-summary

    https://www.jotform.com/answers/638930-Show-multiple-product-orders-and-quantity-field-in-separate-columns-in-the-submission-excel-report

    https://www.jotform.com/answers/417096-Purchase-Order-field-all-products-are-in-single-cell-when-exported-to-Excel

    https://www.jotform.com/answers/290516-How-to-separate-payment-product-data-into-separate-excel-columns

    https://www.jotform.com/answers/72865-Separating-purchased-products-in-Excel-export-of-submission-data

    https://www.jotform.com/answers/57251-How-can-I-export-items-in-a-purchase-order-field-as-separate-fields

    https://www.jotform.com/answers/710182-Can-I-insert-a-line-or-line-break-between-each-product-in-my-email-notification

    https://www.jotform.com/answers/555890-Output-when-using-Purchase-Order-Tool-is-consolidated-into-one-column-only

    https://www.jotform.com/answers/405520-Pay-Pal-reporting-on-Jot-Form-Separate-data-in-each-column

    https://www.jotform.com/answers/538214-How-can-I-customize-the-Speadsheet-results-of-the-Order-Payment-Form

     

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    JotForm Support

    Answered by Nik_C on September 06, 2016 at 07:30 AM

    Thank you for all additional information and similar posts provided.

    We will forward this to our backend team and inform you here about the outcome and possibility of such implementation.