PDF’s – No longer limited to 3 templates, and in any order, and add other files

This release allows you to add as many templates into a document as you want, removing the restriction of just three in a set order.

You can also merge a Word or PDF attachment into the final document. Simply click on ‘Add Page’, then select ‘Attachment’ instead of ‘Template’ and select an attachment from the quote or other record you are creating. Attachments are only visible to pull in if they have been marked as ‘Send / Preview’ in the attachments panel.

Multi-Items

Once they have been added, you also re-order the documents.

 

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