Angiv den standarddokumentskabelon, der genereres, når dine konsulenter opretter en PDF for et tilbud. Konfigurer denne skabelon en gang på administratorkonsollen, og den anvendes på tværs af din organisations tilbud. Dette bevarer hvert genereret tilbudsdokument ensartet uden, at medarbejdere skal vælge en skabelon hver gang.
EditionsHeading
Bemærk Konsulenter kan kun generere, se og redigere PDF'er fra internettet.
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilføjelsesprogramlicens og den administrerede pakke Life Sciences Customer Engagement.
Brugertilladelser påkrævet
Hvis du vil definere standardtilbudsdokumentet:
Tilladelsessættet Commercial Admin for Life Sciences
Fra Appstarter skal du vælge Admin Console.
Vælg Bestillingsstyring.
Fra fanen Indstillinger for tilbudsdokument skal du vælge standardtilbudsdokumentskabelonen.
Gem dine ændringer.
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