Quotation letter

Type on the left - the preview on the right updates with real data from the chosen record. Click a field in the list to insert it at the cursor.

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Name Data source Description

Template

# Quotation {{invoice.no}}
> {{today}}

**{{customer.name}}**
{{customer.address}}
Attn: {{customer.contact}}

Dear {{customer.contact}},
Thank you for your enquiry. We are pleased to quote {{invoice.items}} item(s) as follows:

[[lines]]
[[totals]]

## Terms
| Item | Detail |
| Validity | 30 days from {{invoice.date}} |
| Delivery | 3 working days after confirmation |
| Payment | Bank transfer, 30 days |

[[barcode:{{invoice.no}}]]
[[signature:Sales Manager|{{company.name}}]]

Print with preset

Syntax

`# Title` / `## Heading`	Large title / blue sub heading
`bold words`	Bold text - a whole line or just some words
`^ text` / `> text`	Centred / right-aligned line
`---`	Horizontal line
`\| A \| B \|`	Table row - the first row is the header
`{{customer.name}}`	Data field (list on the right)
`[[lines]]` `[[totals]]`	Invoice line table / totals (INVOICE source)
`[[barcode:TEXT]]` `[[qr:TEXT]]`	Code 128 / QR code - TEXT may contain fields
`[[signature:Name\|Role]]`	Signature line
`[[pagebreak]]`	Start a new page

Preview with record Print PDF (saved version)

Quotation INV-202610-005

9 November 2026

Green Valley International School

300 Moo 5, Nong Prue, Bang Lamung, Chon Buri 20150

Attn: Mrs. Sarah Collins

Dear Mrs. Sarah Collins,

Thank you for your enquiry. We are pleased to quote 6 item(s) as follows:

#	Description	Qty	Unit price	Amount
1	Thermal Labels 50 x 30 mm (1,000)	12	250.00	3,000.00
2	Price Tag Labels (10 rolls)	11	160.00	1,760.00
3	Kraft Mailer Box S	6	12.00	72.00
4	Price Tag Labels (10 rolls)	10	160.00	1,600.00
5	Binder Clips Assorted (box)	11	120.00	1,320.00
6	Kraft Mailer Box S	12	12.00	144.00

Subtotal	7,896.00
VAT 7%	552.72
Total (THB)	8,448.72

Terms

Item	Detail
Validity	30 days from 21 October 2026
Delivery	3 working days after confirmation
Payment	Bank transfer, 30 days

barcode

Sales Manager
Northwind Print Co., Ltd.

Fields for INVOICE

{{company.name}}Northwind Print Co., Ltd.

{{company.address}}88 Rama VI Road, Ratchathewi, Bangkok 10400

{{company.taxId}}0105559999999

{{company.phone}}+66 2 123 4567

{{today}}9 November 2026

{{invoice.no}}INV-202610-005

{{invoice.date}}21 October 2026

{{invoice.due}}20 November 2026

{{invoice.status}}DRAFT

{{invoice.subtotal}}7,896.00

{{invoice.vat}}552.72

{{invoice.total}}8,448.72

{{invoice.items}}6

{{invoice.notes}}Thank you for your order. Delivery within 3 working days.

{{customer.code}}C-1008

{{customer.name}}Green Valley International School

{{customer.contact}}Mrs. Sarah Collins

{{customer.email}}finance@greenvalley.example

{{customer.phone}}+66 38 555 808

{{customer.address}}300 Moo 5, Nong Prue, Bang Lamung, Chon Buri 20150

{{customer.taxId}}0205558889990

{{record.label}}INV-202610-005

How it works

DocTemplateEngine.parse(body) turns each line into a block: Heading, Text, TableBlock, Tag ... (Java 21 sealed interface + records).
fill() replaces {{key}} with a regex; unknown keys show as [?key].
The same blocks are rendered twice: toHtml() for this preview (a switch with pattern matching) and toPdf() with OpenPDF for printing.
The data map is built from SQL Server in TemplateService.context().

for (Block b : blocks) {
    switch (b) {
        case Heading h  -> doc.add(para(fill(h.text(), ctx), Fonts.bold(18), ALIGN_LEFT, 6));
        case TableBlock t -> doc.add(tablePdf(t, ctx));
        case Tag t      -> tagPdf(doc, t, ctx, barcodes);   // [[lines]], [[qr:...]] ...
        ...
    }
}

Files: service/DocTemplateEngine.java, service/TemplateService.java, web/TemplateController.java.