Hi all,
I have a couple of questions
-how can you generate templates for quotes, this can be done using word templates I want to send the template to the customer on x condition met
- what software is recommended to convert word to pdf and email (automated) this again can be done using flow any further suggestions on this
- when I create a quote how can I create quote templates by this I mean how can I add a price list then have all the price list items added to the quote automatically.
any further advise on Creating/ quotes and sending them to customers would be appreciated.
Thanks
Justin