Angi standardmalen som skal genereres når uteselgerne oppretter en PDF-fil for et tilbud. Konfigurer denne malen én gang i Administrator-konsollen, og den brukes på tvers av organisasjonens tilbud. Dette holder alle genererte tilbudsdokumenter konsistente uten at representanter trenger å velge en mal hver gang.
Nødvendige utgaver
Merk Uteselgere kan bare generere, vise og redigere PDF-filer fra nettet.
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilleggslisensen og den administrerte pakken Life Sciences Customer Engagement.
Nødvendig brukertillatelse
Slik definerer du standardtilbudsdokumentet:
Commercial Admin Life Sciences
Velg Administratorkonsoll fra Appstarter.
Velg Bestillingsbehandling.
Velg standard tilbudsdokumentmal fra fanen Innstillinger for tilbudsdokumenter.
Lagre endringene.
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