When Create PDF is selected the Presentation screen will show you the preview of the customized document as well as provide additional options. On quotes or order you can collect a signature. On orders you will be able to collect payment from this screen.
Create PDF can be selected from the quote or order main screen or from the PDF customization screen. There are slight differences on this screen depending on whether you are working in a quote or an order.
Tip: The PDF contains multiple dates. The date at the top is the day the order was taken. This date appears alongside all the other pertinent order information. The date at the bottom of the page is the date the document was created. Signatures and approvals associated with the Quote or Order will have their own date listed.
Quotes
While viewing a quote you can view the PDF by tapping either in the main quote screen or in the PDF customization screen.
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Orders
While viewing an order you can view the PDF by tapping in the main order screen or by tapping
in the PDF customization screen.
(Click to enlarge image.)
Presentation Screen
Whether made from a quote or an order the presentation screen will show you the PDF preview.
Collect a Signature
Use the box to collect a signature for the quote or order. If this box is hidden tap to bring it back.
The signature will be added to the PDF document.
Collect Payment
For information on collecting payment for an order please see the Collect Payment article section.
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