Opprett raskt PDF-tilbudsfiler fra standardmalene.
Nødvendige utgaver
Hvis du ikke har opprettet tilpassede maler eller generert PDF-filer, starter du med standardmalen.
Tilgjengelig i Salesforce Classic og Lightning Experience
Tilgjengelig i Performance og Developer Edition
I Sales Cloud også tilgjengelig i Professional, Enterprise og Unlimited Edition
Generer en forhåndsvisning på tilbudsdetaljsiden ved å klikke på Opprett PDF-fil.
Lagre PDF-filen til den relaterte listen Tilbuds-PDF-filer ved å klikke på Lagre til tilbud. Navnet på PDF-filen er tilbudsnavnet pluss et versjonsnummer, som AcmeTilbud_V1.
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