Step 4 - Document generation

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:

Create offer basis

Room registration

Completion of offer basis

NOTE:

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

• How to attach and save old files

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Document generation

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.
NOTE: If you have already generated documents once, and you choose to generate documents again, you will overwrite your previously generated documents.  If you want to save your old documents, it is possible to attach the documents as files. By doing so you won't overwrite them when you generate the new ones.  See the section: How to attach and save old files
	Click on the OK button to confirm the generation of the documents.
	Your documents have now been generated
	Click on Delete to delete a document Click on Download to download a document in word-format (docx)

INFO:

When you download a file you can open it in Word or an alternate writing program (that can open docx file formats).

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.

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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
	Give your file a Name Describe the content of your file Click on Choose file to pick the file on your computer to attach it 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.