Offer Template¶

Offer template is one of the PDF documents that can be assigned to your e-shop settings. It is used to provide information about offer (offered products, services and information about you and the customer), that you have manually created in the Offers application. Offers usually origins from enquiries, which potential customers place through your online catalog. It is just generated and displayed (or send as an e-mail attachment). In a particular order detail is the Offer button which allows you to display and download this document. Every time you click this button is this document newly generated, it is never stored in BizBox.

Offer PDF is similar to the Invoice (or Proforma Invoice more likely). Information about the customer that are displayed on the Offer PDF are taken from the particular Offer. Information about you (the offer creator) are taken from a Branch.

Offer PDF is a document usually used and automatically sent as an attachment of the Offer E-mail (remember that you have to assign it as an attachment to the Offer E-mail in the E-shop Settings. Without this, it won’t be automatically sent as an attachment of the Offer E-mail you sent to customer).

The Offer PDF needs a template that defines how it will look like. And you have to define this template in the Templates application in the Tools module in order to be able to create the Offer PDF. BizBox offers you a default template which contains the base parameters that can be used in the Offer PDF. You can use it as it is or you can perform some changes in it. You are able to get back to its default state (use the Revert button in the toolbar).