Cakedesk

General

ID formatsCatalog itemsDiscountsEmailsFilename formatsDelivery date / service dateMoving to another computerSpacesUsing your own logoInvoice listImport from web

Templates

OverviewVariables (invoices)Variables (proposals)Helper functionsCustom fieldsTranslation strings

Template Guides

Using EJSHeaders and footersCustom fontsLogos and images

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Cakedesk log filePDF export

Variables (proposals)

The following variables are available in the template.ejs files of proposal templates:

#Variables

proposalProposalThe proposal that is being rendered.
showCakedeskBranding boolean Whether or not to display Cakedesk branding on the proposal.

#Proposal

proposalId string

The user-facing proposal ID.
Example: "2"

language string

The language of the proposal.
Example: "en"

proposalDate string

The date of the proposal.
Example: "2022-09-13"

hasVat boolean Does the proposal include VAT?
hasQuantities boolean Does the proposal include quantities for each individual item?
proposalTextRichTextA piece of text to go along with the proposal.
buyerProposalBuyerThe client.
sellerProposalSellerYou.
itemsProposalItem[]The individual items that make up the proposal.
discountsDiscount[]The discounts applied to this proposal.
taxSubtotalsV2TaxSubtotal[]

An array of tax subtotals. Only relevant if hasVat is true. If your proposal items contain multiple VAT percentages, this field will include multiple VAT percentages as well.


Unlike taxSubtotals, this field also includes an entry for 0%.

taxSubtotalsTaxSubtotal[]

Deprecated. An array of tax subtotals. Only relevant if hasVat is true. If your proposal items contain multiple VAT percentages, this field will include multiple VAT percentages as well.

totalDiscountsMoneyValueThe total discount amount in this proposal.
totalTaxesMoneyValueThe total amount of taxes included in this proposal. The sum of all VAT.
subtotalMoneyValueThe total amount without taxes.
subtotalAfterDiscountsMoneyValueThe total amount without taxes, after applying any discounts.
totalMoneyValueThe total amount including taxes.

#ProposalBuyer

id string

The client's user-facing ID.
Example: "1643505266"

name string

The full name of the client.
Example: "Restful Ltd."

vatId string

The VAT ID or GST ID of the client, depending on the client's country.
Example: "DE123456789" or "AU123456789"

addressAddressThe address of the client.
email

string

The email address of the client.

#ProposalSeller

name string

Your company name.
Example: "Restful Ltd."

vatId string

Your VAT ID or GST ID, depending on your country.
Example: "DE123456789" or "AU123456789"

taxId string

Your Tax ID (Steuernummer).
Only available for German users.

phone string

Your phone number.
Example: "+49 (0) 170 123 456"

email string

Your email.
Example: "mail@example.com"

website string

Your website.
Example: "https://example.com"

addressAddressYour address.

#Address

To display an address, formatted correctly for its respective country, it's recommended to use the joinAddress helper.

address string

The address part of the address. Usually contains street and street number but can include other information as well and span multiple lines. For countries whose address format is unknown, the entire address will be entered in this field, separated by new lines ('\n').
Example: "Weichselstraße 65"

addressLine2 string

The second part of the address.
Example: "Building 2"

zipCode string

The zip code of the address
Example: "54747"

city string

The city.
Example: "Berlin"

countryCode string

The country code.
Example: "DE"

#ProposalItem

title string The title of the item.
descriptionRichTextAn optional description for the item. Can be an empty string.
unitPriceMoneyValueThe price of a single unit of that item. Only relevant if proposal.hasQuantities is true.
quantity number How many of this item were sold. Only relevant if proposal.hasQuantities is true.
unitUnit | null

The unit type for this item, or null if the item has no unit. Only relevant if proposal.hasQuantities is true.

amountMoneyValueThe total price of this item (excluding VAT).
vatPercentage number | null

How much VAT is applied for this item. Only relevant if proposal.hasVat is true.
Example: 19 or null

itemsProposalItem[]Only the top-level proposal items can have child items.
totalMoneyValueThe total price of this item, including subitems (excluding VAT).

#Unit

An object describing a unit, for example "hours" or "days" or "kg". To display a unit in a template, it's recommended to use the formatQuantity or formatUnit helper.

unitId string

A unique slug-like identifier of the unit. Can be used in templates to check if a certain type of unit is provided for an item.

label.pluralMultiLangStringThe label for this unit if quantity is 0 or greater than 1.
label.singularMultiLangStringThe label for this unit if quantity is 1.

#Example

{
	"unitId": "hours",
	"label": {
		"plural": {
			"en": "Hours",
			"de": "Stunden"
		},
		"singular": {
			"en": "Hour",
			"de": "Stunde"
		}
	}
}

#Discount

kind 'percentage' | 'fixed' What kind of discount is applied.
title string

Optional title for the discount.
Example: 'Early Bird Discount'

percentage number

The percentage of the discount. Only relevant if kind is percentage.
Example: 20 (20%)

fixedAmountMoneyValueThe fixed amount of the discount. Only relevant if kind is fixed.

#TaxSubtotal

vatPercentage number

The VAT percentage of this tax subtotal.
Example: 19

baseAmountMoneyValueThe base amount before applying discounts. Includes VAT if hasVat is true.
baseAmountAfterDiscountsMoneyValueThe base amount after applying discounts. Includes VAT if hasVat is true.
discountAmountMoneyValueThe total amount of all applied discounts.
subtotalMoneyValueThe amount of this tax subtotal.

#MoneyValue

currency string

The currency of this particular value.
Example: "EUR"

amount number

The amount for this particular value, in cents.
Example: 450000

#RichText

Variables with type RichText are strings of HTML markup. It can include the following tags:

  • <p>
  • <ul>
  • <ol>
  • <li>
  • <strong>

#MultiLangString

An object containing one or more languages as a key and strings as values. It is not guaranteed that each language is present as a key, or that each key has a value.

#Example

{ "en": "Hello", "de": "Hallo" }