In order to take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs.
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If you are using legal entities please take a look here 7.2.6 Configure Legal Entities.
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Edit your Quote Template Custom Labels
Click on your name displayed in the top right-hand corner. Select Open the Setup menu (1).
There go to and navigate to Custom Labels under Create (2).
1.1 Open Label
For your proposals and order confirmations, you are able to adapt any custom label. For editing the To edit a proposal layout , customize filter for the labels called which are assigned to the category the category "Standard Quote", e.g. Conditions of Payment Text, Technical Specifications and Delivery Advertising Medium.
Open Open one of them with a click on the label's name.
1.2 Create New Local Translations / Overrides
Change the Text of a Label and/or Translate
After you have opened an individual label by clicking on the link on its name you get the following screen:
Click the button New Local Translations / Overrides.
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Or choose Override if your language is already offered in the ADvendio Package. This will open a new window and let you enter your text:
Choose a language from the pick-list, if not preset by clicking Override. Only those languages activated in the translation workbench without an existing translation for this label are available. Enter the text in the field Translation Text (1). Then click Save (2).
Repeat the last three steps with the all needed labels if necessary. Please note:
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| Some of the labels are html enabled. If you want to insert a break in the label's translation text, please enter <br>. To clear these html enabled text fields, enter " ". |
Edit works similar. You just click on the listed local translations and open the editor and save.