In order to take full advantage of the proposal and order confirmation functionality, customise the layout to fit your company's needs. The order confirmation gets generated when you switch the document type on the media campaign to "Order Confirmation."
There are two ways how to change the look of your proposals and order confirmations.
- First, you can go to the Quote Preferences tab to set the general design of your documents.
- Second, use the setup to create custom labels. This might be necessary if your company needs proposals in multiple languages.
Quote Preferences
When you create a new proposal, you can choose between different record types: one in portrait format, the other in landscape format.
Edit Order Confirmation Design
You can either create a new layout or edit an existing layout. In both cases you are able to change numerous aspects of the layout's design:
- Provide pricing information for proposals: Enter volume scales of discount you offer your customers.
- Add an image to your proposal (100x200 pxl). Make sure to tick the checkbox Show Logo.
- 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.
Please note: Other text fields displayed in this screenshot will not be displayed in your quote because they are overwritten by the custom labels mentioned below.
Edit Order Confirmation Template
Click on your name displayed in the top right-hand corner. Select the User Setup menu (1).
There, go to Custom Labels under Create (2).
Open Label
For your proposals and order confirmations, you are able to adapt any custom label. For editing the proposal layout, customize the labels called assigned to the category Standard Quote, e.g. Conditions of Payment Text, Technical Specifications and Delivery Advertising Medium.
Open one of them with a click on the label's name.
Create New Local Translations / Overrides
Click the button New Local Translations / Overrides.
Enter Text
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 " ".