Hello,
In our company, written offers are still created and sent to the customer by email.
I haven't seen anywhere where you can create offer documents in creatio.
Can someone help me?
Thanks
In unserem unternehmen werden noch schriftliche Angebote erstellt an den Kunden per Mail verschickt.
Ich habe nirgens gesehen wo man in creatio angebotsdocumente erstellen kann.
Kann mir jemand helfen?
Herzlichen Dank
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Hello Gabriele,
Thank you for your question!
Kindly elaborate a little bit more on the format of the document. If possible, please, attach an example.
Best regards,
Anastasiia
Hello Anastasiia,
thanks, I found the possibility to create a document. In the opportunity at the top right at print.
But I still have one question. Is it now possible to save the documents as .pdf and store them in creatio?
greeting
Gabriele
Hi Gabriele,
At the moment, we can recommend using the conversion to PDF using MS Word via "save as".
As a workaround, if you do not want users to change the PDF file after downloading:
Download the word file using the 'Restrict Editing' option as a printable template. Then, when downloading, the file will contain the necessary data, but it will not be possible to change it without knowing the password.
Alternatively, please, check this add-on on our Marketplace which allows generating Word printable forms in PDF format using the Aspose.PDF service:
https://marketplace.creatio.com/app/asposepdf-connector-creatio
At the moment we are working to ensure that in future releases it will be possible to upload files in PDF format, I have attached this post to the scheduled task of the developers to increase the task's priority.
Best wishes,
Anastasiia
Hi Anastasia,
thanks for the information. Please let me know if it is possible to save documents as .pdf.
Greetings form Bavaria
Gabriele