4.6.4 Document Type in Media Configuration

If you change the document type of your media campaign the second page of your PDF will be labelled accordingly. 

The standard options are 

  1. Proposal
  2. Offer
  3. Offer Confirmation
  4. Cancellation

For example if you select Order Confirmation

your PDF will have the headline: Order Confirmation


Additionally you can have your administrator "activate" the three ADvendio Workflows to automatically change the Field Document type depending on the Probability (%) using the following rules:

  • < 100% AND > 0% = Proposal, 
  • 100% = Order Confirmation, 
  • 0% = Cancellation.

More information here: Automate setting the Document Type.