Schakel Documentsamensteller in om aangepaste, dynamische offertesjablonen te maken die aansluiten op uw bedrijfspraktijken.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Enterprise, Unlimited en Developer Edition van Revenue Cloud waarin Transactiebeheer is ingeschakeld
Benodigde gebruikersmachtigingen
Documentsamensteller inschakelen:
Toepassing aanpassen
Geef vanuit Set-up Omzetinstellingen op in het vak Snel zoeken en selecteer vervolgens Omzetinstellingen.
Schakel Documentsamensteller in en vernieuw de set-uppagina.
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