Offers as pdf

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The most accurate way to merge an offer (or order confirmations) is using the merge to PDF. With this feature, your current offer will be produced as a PDF file and attached to an e-mail that you can send to a customer .

 

 

To use the function, there are some preparations:

 

 

1.You must have created a template for the PDF document.

 

2.This template are to be saved in the same directory as your e-mail template.

 

3.The template for the PDF document and template for the email should have the same file name (but different file extension).

 

 

Create Template

 

The template created from an existing bid. Doing so provides realistic data for testing it.

 

In Order Configuration menu, choose File | PDF | Design templates. This opens a designer which starts with a default template loaded. Use this as the basis for your merge letter and add / remove fields and so on until the template looks like you want. You can at any time test the results by clicking on the preview tab.

 

When you are satisfied with the appearance, save the template. Choose a name which will be identical (except for the extension) with the template you want to use for e-mail.

 

 

Operating principle

 

With this template  - every time you use e-mail template from a order configuration - a PDF document with current contracting data will be attached.

 

 

 

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