Step 2 - Create a new table
When you create a new table, it by default comes with only three columns for email, name, and price. You can change the label and data type by clicking the column header. You can add columns by pressing the + button on the right side of the table. Make sure you create a column for all elements that you want to dynamically load into the pdf-quote. You can change the data type of each column to match the data type of your question. Do not forget to include a column for the quote identifier variable.
Step 3 - Create the document calculator
The document calculator has static standard elements and dynamic quote-dependent elements. The static elements are basic text, header, or image elements. While the dynamic elements are formula elements. You can organize your document in any shape or form you like. This template is structured as a quote, but you could also create a more extensive report-style document calculator.
Step 4 - Connect your quote calculator to your table
This step is straightforward. In your calculator, click settings in the primary menu, select connect from the secondary menu and navigate to the table via the tertiary menu. You can then select the Table and connect table fields with calculator elements (you can connect questions, formulas, and variables).
Step 5 - load the table data in the document calculator
To do this successfully you need to:
- load the correct submission data into the document calculator
- display the correct value in each of the dynamic formula elements
You can retrieve the submission data by creating a variable (e.g. VA) with the TABLEFINDFIRST() function: