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[Settings]: Quotes — Quote Template #262
Description
SMART Plan — Company Panel Quote Template Settings
Specific
Four per-company fields in the Quotes → Templates section of the Company Settings page:
| Setting | Type | Purpose |
|---|---|---|
| Default PDF Template | Select (pdf_template) | Template for standard quote PDFs |
| Default Public Template | Select (public_template) | Guest-facing URL template for quote approval |
| Default Email Template | Select (email_template) | Email body when sending quotes to prospects |
| Quote PDF Footer | Textarea | Static HTML/text appended to all quote PDFs |
Measurable
- All four fields appear in the
Quotes → Templatestab ofCompanySettings - Each saves to
settingskeyed asquote_template_pdf_default,quote_template_public_default,quote_template_email_default,quote_pdf_footer QuotePdfServiceandQuoteEmailServiceresolve the active template from these keys
Achievable
- Add four fields to
CompanySettingsunder theQuotes > Templatestab - Populate template select options from
EmailTemplate::forCompany($company)->pluck('name', 'id') - In
QuotePdfServiceandQuoteEmailService, resolve template from the relevant setting key
Relevant
Gives companies control over quote presentation and email copy without touching code — mirrors the equivalent invoice template settings.
Time-bound
Sprint 6.
Arrange · Act · Assert
// Modules/Core/Tests/Feature/CompanySettingsTest.php
#[Test]
public function it_saves_quote_template_settings(): void
{
/* Arrange */
$emailTemplate = EmailTemplate::factory()->for($this->company)->create();
$page = Livewire::actingAs($this->user)
->test(\Modules\Core\Filament\Company\Pages\CompanySettings::class);
/* Act */
$page->set('data.quote_template_email_default', $emailTemplate->id)
->set('data.quote_pdf_footer', 'Valid for 30 days.')
->call('save');
/* Assert */
$page->assertSuccessful();
$this->assertDatabaseHas('settings', [
'company_id' => $this->company->id,
'key' => 'quote_template_email_default',
'value' => (string) $emailTemplate->id,
]);
$this->assertDatabaseHas('settings', [
'company_id' => $this->company->id,
'key' => 'quote_pdf_footer',
'value' => 'Valid for 30 days.',
]);
}Reacted by coderabbitai
Activity
coderabbitai commentedon Dec 28, 2025
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[-]As an admin in the Company Panel, in the Quote Templates Settings (Quotes Tab, Per Company!), I want to be able to set:[/-][+][Settings]: Quotes — Quote Template[/+]nielsdrost7 commentedon Jul 24, 2026
SMART Plan — Quote settings per-company: Template selection and footer
Well-structured. A couple of notes:
Infrastructure:
Modules/Core/Filament/Company/Pages/CompanySettings.phpdoesn't exist yet. This batch of 8 settings issues ([Settings]: Invoices — Client Portal & Public Links #259–266) will scaffold it. Create a Quotes → Templates tab section as described in your plan.Service integration: You mentioned
QuotePdfServiceandQuoteEmailServiceshould resolve templates from these settings. Make sure:Footer scope: The "Quote PDF Footer" is stored as a textarea. Make sure the PDF renderer escapes/sanitizes it to prevent injection (if it's meant to be literal text) or properly handles HTML if that's intentional.
Null handling: What if no templates are set? Queries like
EmailTemplate::forCompany()->pluck('name', 'id')should return empty collections gracefully, and services should have fallback behavior.Ready to implement — four related fields, good measurable tests.
nielsdrost7 commentedon Jul 24, 2026
Correction: an unmerged local branch,
settings-cluster-2026-07-19, already implements this via a newModules/Core/Filament/Company/Pages/CompanySettings.phppage (490 lines) +CompanySettingsTest.php, covering mail send method/from-address, default invoice/quote tax rates, quote PDF template/public/email templates, quote footer, quote validity days, invoice/quote PDF password + mark-as-sent toggles, and invoice default footer. The SMART Plan comment above was posted in error by an automated grooming pass that didn't check non-issue-numbered branch names. Please check that branch before implementing this from scratch — it may just need finishing/rebasing rather than a fresh implementation.