6. Custom Quotation & Requisition Templates

Edge Home Solutions supports custom branded Print Formats built with Jinja2, HTML, and CSS. This allows you to generate multi-page client proposals, material requisitions per floor, and cover letters matching the company's exact brand standards.

---

📄 Live Interactive Quotation Template

Below is the live design template for Mr. Kuria (Quotation QT-004 & QT-005):

<!-- Logo Header -->
<div style="display: flex; justify-content: space-between; align-items: center; border-bottom: 2px solid #C62828; padding-bottom: 14px; margin-bottom: 20px;">
  <div style="display: flex; align-items: center; gap: 12px;">
    <div style="display: flex;">
      <div style="width: 38px; height: 38px; background: #C62828; color: #fff; font-family: Georgia, serif; font-size: 22px; font-weight: bold; display: flex; align-items: center; justify-content: center;">E</div>
      <div style="width: 38px; height: 38px; background: #1565C0; color: #fff; font-family: Georgia, serif; font-size: 22px; font-weight: bold; display: flex; align-items: center; justify-content: center;">H</div>
      <div style="width: 38px; height: 38px; background: #2E7D32; color: #fff; font-family: Georgia, serif; font-size: 22px; font-weight: bold; display: flex; align-items: center; justify-content: center;">S</div>
    </div>
    <div style="width: 1px; height: 36px; background: #cbd5e1;"></div>
    <div>
      <div style="font-family: Georgia, serif; font-size: 18px; font-weight: bold; color: #C62828; letter-spacing: 0.5px; line-height: 1;">EDGE HOME</div>
      <div style="font-size: 8px; color: #2E7D32; letter-spacing: 4px; margin-top: 3px;">SOLUTIONS</div>
    </div>
  </div>
  <div style="text-align: right; font-size: 11px;">
    <div style="color: #64748b;">Professional · Reliable · Trusted</div>
    <div style="color: #1565C0; font-weight: bold; margin-top: 2px;">0724 000 104 | 0782 840 424</div>
  </div>
</div>

<div style="height: 3px; background: #F9A825; margin: -10px 0 20px;"></div>

<div style="text-align: center; font-size: 17px; font-weight: bold; color: #1565C0; margin-bottom: 4px;">
  QT-004 — WARDROBES MATERIAL REQUISITION PER FLOOR
</div>
<div style="text-align: center; font-size: 11px; color: #64748b; margin-bottom: 18px;">
  Attn: <strong>Mr. Kuria</strong> &nbsp;|&nbsp; Date: 27th June 2026 &nbsp;|&nbsp; Prepared By: <strong>Eric Kilonzi</strong>
</div>

<!-- Table -->
<table style="width: 100%; border-collapse: collapse; font-size: 12px;">
  <thead>
    <tr style="background: #1565C0; color: #fff;">
      <th style="padding: 8px 10px; text-align: left;">Particulars</th>
      <th style="padding: 8px 10px; text-align: center;">Qty</th>
      <th style="padding: 8px 10px; text-align: center;">Unit</th>
      <th style="padding: 8px 10px; text-align: center;">@ (Ksh)</th>
      <th style="padding: 8px 10px; text-align: right;">Amount (Ksh)</th>
    </tr>
  </thead>
  <tbody>
    <tr style="background: #F9FBE7; border-bottom: 1px solid #e2e8f0;">
      <td style="padding: 6px 10px;">MDF Boards</td><td style="text-align: center;">45</td><td style="text-align: center;">pcs</td><td style="text-align: center;">3,400</td><td style="text-align: right;">153,000</td>
    </tr>
    <tr style="background: #fff; border-bottom: 1px solid #e2e8f0;">
      <td style="padding: 6px 10px;">Handles</td><td style="text-align: center;">56</td><td style="text-align: center;">pcs</td><td style="text-align: center;">200</td><td style="text-align: right;">11,200</td>
    </tr>
    <tr style="background: #F9FBE7; border-bottom: 1px solid #e2e8f0;">
      <td style="padding: 6px 10px;">Mapha Hinges (prs)</td><td style="text-align: center;">63</td><td style="text-align: center;">pairs</td><td style="text-align: center;">160</td><td style="text-align: right;">10,080</td>
    </tr>
    <tr style="background: #fff; border-bottom: 1px solid #e2e8f0;">
      <td style="padding: 6px 10px;">Runners 20" Hydraulic (prs)</td><td style="text-align: center;">18</td><td style="text-align: center;">pairs</td><td style="text-align: center;">400</td><td style="text-align: right;">7,200</td>
    </tr>
    <tr style="background: #F9FBE7; border-bottom: 1px solid #e2e8f0;">
      <td style="padding: 6px 10px;">Contact Glue (Henkel) x4kg</td><td style="text-align: center;">8</td><td style="text-align: center;">tins</td><td style="text-align: center;">3,200</td><td style="text-align: right;">25,600</td>
    </tr>
    <tr style="background: #F1F5F9; font-weight: bold; color: #1565C0;">
      <td colspan="4" style="padding: 8px 10px; text-align: right;">Total Material Cost for Wardrobes per Floor:</td>
      <td style="padding: 8px 10px; text-align: right;">Ksh 246,980</td>
    </tr>
    <tr style="background: #F1F5F9; font-weight: bold; color: #1565C0;">
      <td colspan="4" style="padding: 8px 10px; text-align: right;">Add: Labour Fee for Wardrobes:</td>
      <td style="padding: 8px 10px; text-align: right;">Ksh 86,443</td>
    </tr>
    <tr style="background: #C62828; color: #fff; font-weight: bold; font-size: 13px;">
      <td colspan="4" style="padding: 10px 10px; text-align: right;">TOTAL COST — WARDROBE CABINET INSTALLATION PER FLOOR:</td>
      <td style="padding: 10px 10px; text-align: right;">Ksh 333,423</td>
    </tr>
  </tbody>
</table>

<div style="margin-top: 24px; padding-top: 10px; border-top: 1px solid #e2e8f0; font-size: 11px; color: #475569;">
  <strong style="color: #1565C0;">Quotation Prepared By:</strong> <span style="color: #C62828; font-weight: bold;">Eric Kilonzi</span> | Edge Home Solutions
</div>

---

🛠️ How to Create & Customize Print Formats in ERPNext

Method 1: Using the Custom Jinja Print Format Builder

1. Go to Settings → Printing → Print Format → + Add Print Format (https://erp.edgehomesolutions.co.ke/desk/print-format).
2. Set:
   • DocType: Quotation (or Sales Invoice, Purchase Order, Project).
   • Print Format Name: e.g., EHS Material Requisition & Quotation.
   • Format Type: Jinja.
   • Custom Format: Checked [x].
3. In the HTML / CSS editor, paste your custom markup with dynamic Jinja variables:

• {% raw %}{{ doc.party_name }}{% endraw %} → Customer Name
• {% raw %}{{ doc.get_formatted('transaction_date') }}{% endraw %} → Formatted Date
• {% raw %}{% for item in doc.items %}{% endraw %} → Loop over line items
• {% raw %}{{ frappe.utils.fmt_money(item.rate, currency='KES') }}{% endraw %} → Currency formatted rate
• {% raw %}{{ frappe.utils.fmt_money(doc.grand_total, currency='KES') }}{% endraw %} → Total amount

4. Click Save.

Method 2: Selecting the Custom Template on Print

1. Open any Quotation (e.g. SAL-QTN-2026-00002 or SAL-QTN-2026-00003).
2. Click Print (top right icon).
3. In the top dropdown, select EHS Material Requisition & Quotation.
4. The system instantly renders the custom styled letterhead, zebra tables, and signature blocks.
5. Click PDF to export or download directly.