How to set up a pre-build and get the most from its potential functionality.

Create the pre-build

Give the pre-build a name. If no name is used, it will not appear in the 'New' dropdown and therefore be unavailable.

Set up how the PDFs for quotations, jobs/works orders, etc., will appear on the pre-build, and use the correct email text.

Setting the PDF Document and Email Templates

These are for internal use and will help your staff to follow your procedures.

Please add sections and items within them that you'd like to appear on every document created from this pre-build. These can be left blank.

In this example, all quotations generated from this pre-build will have a section 'Additional Charges' with the item 'Origination'.

Set up automatic emails and SMS to customers, suppliers, and users and pop-up notifications to team members.

Setting up Automated Messages

Automatically create tasks for team members when quotations, jobs/sales orders, etc., move to a status.

Set up Automatic Generation of Tasks from a Pre-Builds

Ensure your team follows processes with screens that change according to their status.

Set up Questions/Playbooks

By setting this in the pre-build, an eForm can automatically be generated and attached to a document (e.g., quotation, job/sales order, etc.).

Create an Attached eForm

These can be terms and conditions, etc. If you want them merged into the final document rather than just attached, click on this button on the preview page:

Ask for customer feedback from customers automatically.

Create an attached Feedback form