7.5 PDF Layout Configuration
ADvendio offers to create several documents out of the Salesforce system with then can be emailed, printed and mailed or passed on in other ways to the customers. Them two main pdf documents are the offer or proposal and the invoice document. Read here how you customize those to fit your company needs:
Content
- 7.5.1 Configure your Proposal Layout
- 7.5.2 Configure your Invoice Layout
- 7.5.3 Configure your Publisher Payout Credit Note PDFs
- 7.5.4 Configure your Commitment Layout
- 7.5.5 General configuration options for all PDF documents
- 7.5.6 Configure Address Blocks and Contacts on PDF
- 7.5.7 Overwrite Custom Labels
- 7.5.8 Edit Visit Report Layout
- 7.5.9 How to customize the PDFs?
- 7.5.10 How to show multiple currencies on the PDFs?