One of the great benefits of DocSales is that it allows you to generate the same document template that your company uses.

In this way, you do not need to use ready-to-make templates anymore.

What are Sales Documents?

Sales Document is any type of document that your company uses to formalize a sale. We use the name sales document because it is generic and serves all of our customers.

They can be:

  • Sales Proposals
  • Contracts
  • Terms and Conditions
  • Quotes

What is Sales Document Personalization?

It is the work carried out by the DocSales technical team to adapt the original document (in word / pdf), in DocSales. This work consists of:

Convert the document in WORD format to HTML format
Adapt the document layout so that it looks as much as possible with the original version
Configure all variables in the Document. Variables are codes inserted in the DocSales document that indicate where each information should be positioned.
Example: Where the {{customer.name}} variable is inserted, the system will replace it with the Corporate Name of the corporate client or Name of the individual client when generating the document through DocSales.

Discover the dictionary of variables.

Is there any difference between a Word document and DocSales?

The HTML format does not allow all types of formatting that the WORD format allows, check below the main differences:

IT'S POSSIBLE:

Insert images (png, jpg, gif)
Insert videos (youtube, vimeo)
Tables
Column text
Color and size of text and text background
Bullets and numbering
Alignment (Left, Right, Centered and Justified)
Text formatting (Bold, Italic, Underline, Strikethrough, Subscript and Superscript)
Insert special characters

IT IS POSSIBLE, BUT WITH SOME RESTRICTIONS:

Choice of Font - In order for the document generated by DocSales to be viewed in any browser from any device, whether fixed or mobile, we limit the number of fonts. Possible sources are: Arial, Comic Sans, Courier New, Georgia and Lucinda Sans.
Insert header and footer on all pages.
Page break

IT'S NOT POSSIBLE:

Landscape (horizontal) page, as is a Powerpoint slide
Motion content animations (commonly used in Powerpoint)
Advanced Features

IT IS ALSO POSSIBLE:

Formulas (addition, subtraction, multiplication and division) for tax calculations, currency conversion.
Conditional display of content (shows information if ..)
Dividing content by conditionals (for example, one table for items with recurring charges and one for one-off charges)

For additional questions, please contact our support team by clicking on the help icon in the lower left corner or send an email to [email protected]

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