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What is the way to upload a document template in SuperOffice CRM and use it when preparing documents for your customers?
In SuperOffice CRM you can easily upload your personalized document templates and use them to prepare documents with automatically populated information easily. Please follow the steps below to do it:
Step 1. Upload a document template in SuperOffice CRM
Step 2. Use your document template
Step 1. Upload a document template in SuperOffice CRM
Please follow the steps below:
Step 2. Use your document template
Please follow the steps below:
Please follow this FAQ, if you use SuperOffice Onsite 8 or any previous version. |
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