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.

Creating Order Documents (Order Notes) as PDF

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

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.