Passa al contenuto
Menu
È necessario essere registrati per interagire con la community.
La domanda è stata contrassegnata
301 Visualizzazioni

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.  

Avatar
Abbandona
Post correlati Risposte Visualizzazioni Attività
2
nov 23
3590
1
mag 25
3258
1
set 23
3330
0
lug 21
2253
2
nov 16
2973