Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
207 Widoki

Hello,

I believe this should be possible and wouldn't be surprised if Odoo Sign already does this but just cant seem to make it work. 

I'm wanting to put a quote together and then once that's done, send it off with a contract to be signed to it etc.

The issue is I want to bring data from the quote and the customers Odoo contact into the contract automatically so I don't have to fill in 15 fields each time I want to send one off.  example data of things i want to automatically bring into the contract is names, dates, addresses etc. 

I know you can apply fields to the contract template but how do i link them to data I've already collected.

Any help on this topic would be appreciated.  

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
2
lis 23
3525
1
maj 25
3108
1
wrz 23
3286
0
lip 21
2210
2
lis 16
2973