Opportunity PDF, DOCX, email, and document templates

Opportunity can be presented to the client as a PDF generated from a DOCX template or sent via email. Available actions depend on the plan, permissions, and active templates.

Document templates

The administrator opens System Settings → Opportunities → Document Templates. The list displays the name, language, sequence, organization, active status, and the Use as default flag.

When creating a template, you specify the name, document filename format, language, sequence, and—if the multi-organization feature is used—the organizations. You can link an Item or project and upload a .docx file. Template fields are populated with data from Opportunities, the client, Contact person, and Items.

After making changes, generate a document from a test Opportunities and check for page breaks, tables, Lithuanian characters, images, totals, and placeholders for unfilled variables. Modifying a template must not overwrite previously generated or sent documents.

Text Templates

In the Text Templates section, create a title, select the position (top or bottom), and enter the text. The default template text can be automatically suggested in the Opportunities form. It is intended for frequently used proposal introductions, terms and conditions, or closing text.

Sending via Email

Select the option to send to the client from the document actions on the card. Check the recipient, CC and BCC fields, the selected document template, and whether an Excel file needs to be attached. Sending is the final step; before doing so, open the attachment to verify the content, recipient address, and selected language. Saving the form or recording the email in the history does not confirm actual delivery—check the sending log if verification is required. Sent emails are logged in the card's Emails section and in the action history.

Related articles

• Converting Opportunities into financial and other records
• Opportunity files, notes, Tasks, and email links