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Default Documents (Opportunity)
Default Documents (Opportunity)

Default documents to upload into your system.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Below are a selection of documents you can upload to your system to add some extra information to the default documents. You can upload them to your system by going to System Setup > Document Layouts > Upload Document.

For more advance customisations, click here to submit a request to our team.

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consolidated_picking_list.txt
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default_picking_list_(weight).txt
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default_quotation_(_tax_and_company_number_).txt
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default_quotation_(chargeable_days).txt
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default_quotation_(charging_periods).txt
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default_quotation_(contact).txt
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default_quotation_(discount) (1).txt
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default_quotation_(discount,_days_&_list_price).txt
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default_quotation_(discount_&_days).txt
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default_quotation_(discount_total).txt
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default_quotation_(in_use_only).txt
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default_quotation_(job_progress).txt
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default_quotation_(no_0_pricing).txt
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default_quotation_(no_surcharge).txt
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default_quotation_(no_tax).txt
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default_quotation_(product_description).txt
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default_quotation_(reduced_spacing).txt
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default_quotation_-_no_accessories.txt
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default_quotation_-_sales_only.txt
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default_quotation_with_replacement_value.txt
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default_revenue_&_costs_summary.txt
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picking_list_(page_break)_-_warehouse_notes (1).txt
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