A combination of WorkBook layouts, watermarks and print settings are used to create the branded, client facing documents the system outputs, such as price quotes, purchase orders and invoices.
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LAYOUTS
WorkBook has standard layouts (known as reports) coded to pull system entered data in to the client facing documents, i.e. price quotes, purchase orders and invoices.
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A watermark is your branded header and footer (similar to a letterhead) that is used to include your branding on price quotes, invoices and purchases purchase orders.
Things to note about watermarks:
Watermarks should be formatted to take the different layouts in to consideration - see example layouts below for reference
One or several watermarks can be imported and used
Watermarks can be defaulted by client/department/etc
The watermark must be provided in the following format:
PNG file
300 dpi
2480 x 3508 pixels (A4) or 2550 x 3300 (US letter)
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The level of detail displayed on price quotes, project price quotes and invoices can be tailored on a case by case basis using that record’s “Print Settings”.
Print settings are set by the individual printing the report e.g. price quote (348)
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Price Quote Print Settings
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EXAMPLE LAYOUTS WITH WATERMARKS
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Price quote (348)
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Purchase order (4)
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