Overview
A document can be printed directly from the offer in the form of a Word document.
How to print an offer
- Navigate to the Offer tab
- Open an object in edit mode
- Click on the "Create Word" button
- A dialog opens with the configurations for the print
- Button to execute the print or cancel the print
- Selection of templates for printing. The templates can be managed here
- Prefix for the printed document
- Language settings for printing. These can be managed here
- If the selected offer should be considered
- Define a customer for this offer printing
- Language list for the printing. Its possible to define more than one language
- Select a language for the printing
- Read only. Shows the number format for printing
- Read only. Shows the date format for printing
- Flag in order to safe the position number
- Integrate a field protocol
- Click on Confirm to create the document
- After that the document will be generated and a message appears in the top right corner
- Click on open to review the document. After that the document will be downloaded