Hello!
I would like more information on how to:
- configure templates and documents, and how to use or attach them (e.g., how to attach general terms and conditions in PDF format to any sent offer); how to configure a template that pulls the outstanding balance to send to a client; how to create quality/warranty certificates that pull information from the order.
I see that we currently have access to 3 production flows and 3 task flows each. Is this a temporary feature or is it included in the standard package?
Thank you,
Radu