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Generating PDF Documentation

Generating PDF Documentation

Overview

At each stage of the sales transaction, the AM service can generate PDF documents to share with the user placing the request or order.

 

Creating Quotes as PDF

This functionality is important for many use cases. For instance, Sales Reps share the Quotes that they save in the software by downloading and attaching them in your daily email communications.

As soon as basket is saved with 3D models, printing selections, a shipping and billing address it is possible to download a PDF of the Quote.

 

Creating Order Documents (Order Notes) as PDF

After an order is placed, an Order Confirmation, Delivery Note and Invoice can be generated for shipping.

Details about Generating Order Documents here

 

Creating Custom PDF Templates

All the documents mentioned above have assigned a PDF template by default, which can be customized to look like the rest of your corporate documentation. You can save as multiple design templates.

Creating Custom Documentation Templates

 

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