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This page offers information on how to review reviewing your offer template in order to finalize and share it with your customers. |
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Once the offer is drafted, the BSS user can select it from the Offers List, and navigate to the Print-out section on the left sidebar to choose Offer Template to review how the offer looks, before sharing it with their customer.
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Once the Offer Template is set up, every new offer will automatically adjust to include the correct branding, products, items, and billing details, based on the BSS user’s settings.
To view the template for a specific offer, select the offer and click Offer Template in the Print-out section on the left sidebar.
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A new pop-up window will appear with the appropriate template filled - out.
Then, you can choose one of the actions on the toolbar on the left.
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