Sales — Proposals & Documents

Overview

Some SMEOne customer deployments include enhanced sales document features beyond standard quotations:

• Rich HTML proposals on quotations (customer variant modules)
• Custom PDF templates for quotations, invoices, and proposals
• WhatsApp follow-up integration for customer communication

These features depend on modules installed during your implementation. Standard motherboard deployments use default PDF layouts with SMEOne branding.

Step-by-Step Guide

Standard PDF quotation (all deployments)

1. Open a confirmed or draft quotation.
2. Click Print → Quotation.
3. PDF opens with SMEOne external layout and watermark.
4. Save or email to the customer.

HTML proposal (if enabled)

1. Open a quotation with the Proposal tab or smart button.
2. Edit rich HTML content (scope, deliverables, terms).
3. Preview in browser.
4. Send link or export PDF per module configuration.

Custom report templates (if enabled)

1. Your consultant may install branded templates (customer-branded layout).
2. Use Print menu — additional report names appear when installed.
3. Select the template required by your sales SOP.

WhatsApp follow-up (if enabled)

1. On a quotation or lead, click Send WhatsApp (when integrated).
2. Message uses a predefined template with customer name and document link.
3. Confirm sending from the connected WhatsApp Business account.

Attach supporting files

1. On any sales document, use the Attachments paperclip icon.
2. Upload contracts, PO copies, or scope documents.
3. Attachments remain on the record for audit.

FAQ

Q: I don't see Proposal or WhatsApp buttons. A: Those modules are optional customer extensions. Your deployment may use standard quotations only.

Q: Can I change PDF footer text? A: Branding is governed by smeone_branding. Footer and watermark changes require administrator or Adneti consultant update.

Q: How do I add my company logo? A: Settings → Companies → Company Logo — upload high-resolution PNG recommended.

Q: Are document numbers sequential? A: Yes — sequences are per journal/document type. Do not delete posted documents; use credit notes for corrections.

Q: Can customers sign quotations online? A: Portal e-signature depends on optional modules. Confirm with your implementation scope.