In order to take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs.
...
- Provide pricing information for proposals: Enter volume scales discount scales of discount you you offer your customers.
- Add an image to your proposal (100x200 pxlpx). Make sure to tick the checkbox Show Logo. Alternatively read here how to customize this: 7.5.2.2 Add your Customers LOGO to PDFs
- Tick the checkbox to activate the layout. Otherwise, you won't be able to use it.
- Click Save to complete the creation or editing of the proposal layout.
...
Choose a language from the pick-list. 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: 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 " ".
| Anchor | ||||
|---|---|---|---|---|
|