How do I generate documents for my offer basis on CleanCalculator?
After you have completed an offer basis as described in Step 3, it is time to generate your documents.
Create documents like sales letters, contracts, and other types of work documents.
You have not made an offer basis yet?
Then have a look at the previous articles:
Would you like to know more about the templates, and how they make the foundation for your generated documents?
The trial version of CleanCalculator only includes a limited amount of templates. You can read more here about which templates and documents are accessible in the full version here: Templates
Read more here in this article to learn how to generate documents:
How to generate documents for an offer basis in CleanCalculator
|Click on Offer basis
|Choose your offer basis
Scroll to the bottom of your offer basis and click on Generate documents
Have you already generated your documents once, click instead on View existing documents to access them.
|Click on the OK button to confirm the generation of the documents.
|Your documents have now been generated
When you download a file, you can open it in Word, WPS, or an alternate text program (that can open docx file formats). CleanCalculator's layout is not supported in OpenOffice.
When you have downloaded your document, you can if necessary make adjustments, attach images, etc. Finally, you also have the possibility to save the document as a PDF in Word, if you wish to make the document read-only.
How to attach and save old files
Download the files from the overview of generated documents.
Then attach them or other documents (e.g. plan drawings that you used for your room registration).
|Scroll to the bottom of your existing documents and click on Attach file
|Create attached file
Click on Create to attach the file
|The file is now attached to the offer basis
|All attached files will continue to be attached, also when you generate new documents.