SalesPro provides a variety of templates to choose from to help you create your Contracts, Proposals and other documents. It is always recommended to being using a template.
This article contains an overview of adding and editing documents and the different menus that allow you to do so.
The Header section contains your company information, company logo, and the customer information at the beginning of a document. Here’s how to create and edit one.
The body of a document is broken into different sections. Each section contains cells that can be displayed to the user for input and then printed on the document.
Body Line contain all of the content that will be added to your documents. They can be configured to allow various types of information input.
Cell Types are configurable cells that accept different types of data such as text, photo, detail image, sketch pad, etc.
Input Types allow for the input of different types of data such as picker lists, numbers, currency, etc.
Dynamic cells are used when data needs to be changed depending on the value of another cell.
The Date Picker is an Input Type that allows the user to pick a date. You also have the option to add the current time. This can be done on a contract, a proposal, or any SalesPro document. Date and Time Format Date and Time Format Wednesday, Apr 22, 2020 EEEE, MMM d, yyyy 04/22/2020
The Sketch Pad cell type allows many customizations. In this article, we will show you the many options available to you while using the Sketch Cell on the iPad. To add a Sketch Cell, add a line item and click on Settings > Cell Type > Sketch. You may also want to alter the
The Formula Input Type allows you to enter mathematical calculations within documents.
The Detail Image/Line Item cell type allows selection of a thumbnail and multiple detail lines within a single cell. Usually these lines include Additional Details such as colors, sizes, model numbers, photos, etc.