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Automatic generation of opportunity printable

Automatic generation of the opportunity print form and its saving to the "Attachments" detail
Template
Application type
Configuration
Template type
    Product description
    Product description

    The template allows you to generate and save the quotation printable on the "Attachments" detail of a specific opportunity.

    Intended use of the template:

    • automatic generation and saving of the 'Quotation' printable when setting the 'Proposal' stage.

    The template can be used as a sample to set up automatic generation of other needed printables.

    Notes

    The template uses the process element of the template (https://marketplace.creatio.com/template/save-printable-process-element).

    Price
    Free
    Product compatibility
    Product
    Sales (enterprise)
    Version
    7.17 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Framework

    Leave your feedback about the solution to its developer and Marketplace team