Hi,
I want to add one of my documents to my offer template (terms and conditions). Any ideas how to do that? When I create the offer template I dont see the integration.
Cheers Gerrit
Hi Gerrit!
Have you upload your document in the “Documents” section ? Go to Sales / Document and there you can upload the document.
Then, go to you templates , open the template and go to the bottom menu, and click at “Insert”. You’ll find the Document option there.
Let me know if this is what you were looking for!
Hey Diana,
Sorry, I do not find the “insert” button. This is what quote templates look like for me
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