Document Configuration gives you complete flexibility to design and generate professional business documents that match your organization's requirements. Configure every aspect of a document - from its layout and branding to reusable content and calculations - to create consistent, customized quotations, proposals, and project documents. Whether you need a simple single-page quotation or a detailed multi-page proposal, the module adapts to your workflow.
Key Benefits:
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Configure complete document layouts and page structure
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Create multiple document templates and profiles for different business needs
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Customize headers, footers, cover pages, and back pages
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Add custom sections, paragraphs, tables, and dynamic parameters
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Configure bank details and payment information
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Create multiple covering letters for different customers or scenarios
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Manage reusable terms & conditions
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Attach supporting files such as brochures, datasheets, and certificates
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Configure document columns, branding, taxes, discounts, and automatic calculations
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Generate single-page quotations, multi-page proposals, or project-based documents
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Prepare separate technical and commercial quotations with different document structures
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Deliver professional, branded, and fully customizable documents without changing the application