Getting Started: How to print and send sales documents

In Winner Bizz users can create sales documents, such as quotations, sales contracts and other documents, to print or export as .pdf files and send via e-mail. 

At the Homepage:

1. Select Sales > Projects.
   
   
2. In the Projects list, left-click to select the desired alternative.
   Note: If a project has multiple alternatives, the user must also select the alternative.
   
   
3. In the Workflow assistant, located on the right side of the screen, under Sales, select a document to print, for example, Print sales contract.
   
   
4. In the Alternative dates window, enter the required dates into the relevant fields and click Save.
   
   
5. In the Printing list, left-click to select the desired form. Users can then:
   • Click Print to print a hardcopy of the selected form.
   • Click Send and select PDF by email to export the selected form as a .pdf file and send to the customer via e-mail.
   • Users can also click Preview to view the document before it is printed or sent.
     Note: Documents that are printed or sent via e-mail will automatically be archived in the Customer follow-up.

Next step: Getting Started: How to create, print and send an invoice

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