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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. |
Reviewing and Sending an Offer
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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 it 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 final 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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Save as:Choose Local File to download a PDF with the Offer template to your computer, or File in BSS to save your file within the system.
View as: Choose to view the offer as an online PDF file or in HTML format.
If you choose PDF, you will also get the option to download
or print 
the file from the menu on the top right corner. Send via email: Send the offer directly to your customer via email.
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Please note, you must have an active email account configured to use this action. |
Refresh print-out:Click to refresh the print-out contents, to review any recent updates or changes.
You can check the following pages for more information on creating, viewing or editing an offer, editing a template, or managing and converting an offer to an order.
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1286406479