Dynamic Tables content on PDF templates
complete
Paul Lutkajtis
Allow for custom content created via Dynamic Tables to be added to PDF templates
Paul Lutkajtis
Merged in a post:
Add Sales Rep name to Quotes, Invoices, PO's, Delivery and Work Orders
L
Lotus pink Dormouse
Good Morning Team
We would love to see the option to automatically show the Sales reps name on Quotes, Invoices, PO's, Delivery and Work Orders. This would be super helpful for our customers and suppliers to identify who they got the quote / Po from without having to confirm via email. Let me know what you think :)
Paul Lutkajtis
This is now possible via Dynamic Tables. If you add a custom column to capture the Sales Rep name, you can then add that custom field to your PDF templates.
Paul Lutkajtis
complete
Paul Lutkajtis
in progress
Paul Lutkajtis
Hi! With the upcoming ability to add custom Dynamic Tables fields to your PDFs, this should cover what you're after :) We will, very shortly, be releasing this functionality. If you create a custom column for Sales Rep (possibly a dropdown with all Sales Rep names), you'll then be able to choose where that information displays on each PDF :)
Paul Lutkajtis
planned