Sales Offers - Create Document
Standard templates in Woc Documents on Workcube or specially designed special templates can be added to the system and used. In addition, templates created in Google Docs with Google Integration can also be used in sales proposals.
Path:ERP > Sales-Distribution > Sales > Sales Quotes
What to do for use
The following settings are required to use the Create Document button on the sales proposals page.
- Google API and Google Integration information must be entered in Control Panel > System > General Settings > Company Flow Parameters.
- For Google API information, you can refer to the "Workcube - Google Integration" document.
- For Google Integration information, you can refer to the "Google Integration" document.
- The following 2 XMLs in the Page Settings settings must be entered on the ERP > Sales-Distribution > Sales Offers update page.
- Google Document ID: Only the ID of the Google document written in the URL.
- Google Document Owner e-Mail: The Google Workspace account where the Google document to be used was created.
- HR - HR > Planning > Employee Information > Employee Detail > Other > Mail Accounts field defines the e-mail account of the user who will perform the action. The defined e-mail account must have an e-mail address in the same Google Workspace domain as the Google document owner e-mail. For example; The e-mail account written in
- Project: {{project_head}}
- Customer: {{customer}}
- Authority: {{partner_name}}
- Offer Prepared by: {{record_member}}
- Date: {{offer_date}}
- Validity Date: {{finishdate}}
- No: {{offer_no}}
Attention!: The e-mails to be used must be e-mail addresses connected to the Google Workspace account with Google Integration and Google API information created.
Feedback
1.21.1. Google Integration
Google Integration settings in Workcube
Workcube - How to Use Google Integration?
What needs to be done to use Google applications integrated with Workcube? What steps should be followed?
Sales Offers
Sales offer; It is the document you will share with customers before the sales transaction is completed.