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The content of the offer results from the information of the event, the selected items and the layout from the offer template. In the event itself, additional lines can be added to the items to structure the offer.

  1. Select an item in the process and add a text field under the selected item via newexpand Add > Texte Comment (or shortcut F5).
  2. Enter a descriptive name for the comment and add the information in the column Commentif necessary.
  3. For better readability and formatting, select the Name or Remark column and enlarge it with F6.
    Note: Avoid texts that are too long and place breaks in suitable places. Pay attention to the ruler at the bottom of the input window. In the standard templates, we recommend inserting a break from a text length of between 30 and 35.
  4. Add manual totals in the appropriate place via newexpand New >  Summe Subtotal and change the name if necessary.
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  5. Add separator texts  between item groups via newexpand New   > Trenntexte .
    Note: Separator texts are displayed formatted in the offer and are not deleted during compression (summarisation) in the event.
  6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.

Without the Branded Prints module, event sheets are not only used for functions, packing lists, etc., but also for your quote. You can find the templates in the toolbar at Vorlagen Templates > FunctionBuilder Event sheets.

  1. Gehen Sie in der horizontalen Werkzeugleiste der Veranstaltung auf den kleinen Pfeil rechts neben dem druckerexpand Drucker.
  2. Go to the FunctionBuilder quotation and select Druckvorschau Print previewto check the layout, or go directly to drucker Print.

If you have the Branded Prints moduleM, you can also format quotes via vorlage brief text templates .

  1. Go to Neu Ausexpand New >  Briefe Letter / email >  Adresse Organiser name > open Offer and select your vorlage brief Template. Depending on operational requirements, the folder structure may vary and different templates will be available.
  2.  infocenter new Briefe vorlage briefAlternatively, open an empty letter in the side event navigation via Info Centre > New > Letter | Email and assign your template .
  3. The text tab of the letter opens with the selected template and the data of the linked operation.
  4. Print the offer via drucker Print at the top left of the toolbar.