1.Select the Application object and press Create offer 
. All values under conditions are retrieved from code lists.
2.Press Add to retrieve offer line with predefined type. Prices can be retrieved from the code list or entered for each line.
The Offer text tab
There is the option to write custom statements, copy from a Word document, or insert texts from templates.
1.Press Select template texts to retrieve template text.
2.Select one or multiple rows, and press OK.
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The text can also be directly retrieved in the form by entering a code like O1 and pressing Enter. |
3.Once the offer is complete, it can be locked by pressing Lock offer, making both the offer and offer text uneditable.
4.Printouts for distribution are generated by selecting the Offer object, right-clicking, and select Save/Open PDF > Offer/Service Order. The printout of the entire offer may consist of multiple pages.
Conditions, price, and signature location are always placed on the last page as it is the one the customer needs to send back.
The Order confirmation tab
Created from the same object as the offer.
There is the option to write custom statements, copy from a Word document, or insert texts from templates.
1.Press Select template texts to retrieve template text. The code list with text templates is shared between the offer and order confirmation.
2.Select one or multiple rows, and press OK.
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The text can also be directly retrieved in the form by entering a code like O1 and pressing Enter. |
3.Printouts are generated by selecting the Offer object, right-clicking, and select Save/Open PDF > Order confirmation.
Sign a PDF
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The following fields in the Application tab Installation/Customer section Customer must be filled in to use the PDF signing function: •First name/Company •Surname •Reg number If you make changes to the contact details, you must create a new offer, as an already created offer will not be automatically updated with the new contact details. |
1.Right-click on an Offer and select Sign PDF > [type of document]. A PDF for signing will be sent to the specified address under Email.
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You can also sign the Application by right-clicking and selecting Sign PDF > Application installer. |
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You can also send the PDF for signing from the preview. 1.Right-click on an Offer and select Preview PDF > [type of document]. 2.Press the icon |
