For selected record types, you can define custom export document templates. In Microsoft Word or LibreOffice, you will create a docx file which will serve as a template for a Quote, Business Deal or other document type for your clients after uploading to raynet.
What kind of records can you create your own template for?
- Business Deal
How do you turn on the new templates?
- After selecting your name, click Settings.
- Then, in the Settings panel, select Custom templates ► Create new template ► select a record type for which you want to create a new template (Business Deal, Quote, Order, Project).
- You can select one of the pre-made templates, or you can make your own template. Confirm everything by clicking Select. After selecting one of the options, the template is not active yet. It is only visible to you in the Settings and cannot be found in the export menu.