Se rendre au contenu
Menu
Cette question a été signalée
1 Répondre
3107 Vues

I need a cover page to communicate about the pŕoducts or services that I sell

Avatar
Ignorer
Auteur Meilleure réponse

Configurations

1-Enable Quotation templates 


Sales → configuration → quotation templates 


2-Create a new template using Studio, add the following field in form view:

  • Type: HTML

  • Display Name: ”Front page”

  • Name: x_studio_XXXXX



Content customization

3- Input text, images and/or tables as required.




Configurations pt. 2

4-After, add a Related field in the Quotation in a new tab “Front page”  aiming to the HTML from the quotation template. In this tab, we can check the template to be used. 


  • Type: Relation field

  • Display Name: ”Portrait”
















5-Go to studio and select Reports “Quotation/Order” go to edit and add a field to doc->quotation template->Front page


Proof of concept

6- With this configuration our Quotation had the front page and order lines in the same document. 









Avatar
Ignorer
Publications associées Réponses Vues Activité
1
avr. 24
3498
2
févr. 24
3808
2
nov. 23
1653
2
juil. 23
2287
1
oct. 21
5220