Create invoice templates for upload to CRM
It is necessary to create invoice template files for CRM based on examples of the template description (for example, place the logo)
1. 2 invoice templates in English for payment in currency to a Ukrainian account, slightly different logos and text
2. 2 invoice templates in English for payment in PLN to a Polish account, slightly different logos and text
3. refinement of the invoice template in Ukrainian for payment in UAH to a Ukrainian account, slightly change the logo and text
Attached is just an example of the template; I will send more detailed information to the performer, as well as templates/examples of how it should look in the end and how it currently looks.
As a result of the work, I should receive files in such a way that I can simply upload them to the CRM and the formatting does not get disrupted after uploading, and the appearance remains intact, as well as it correctly pulls all necessary data automatically from the internal account card of the company from my account details, as well as the client's details, taking into account how we currently fill out these cards.
For those who know what this is about, this task is not complicated; the CRM can be determined by the template. If you have not encountered this before, do not take it on, because there will be a lot of edits and we will spend a lot of time)
Applications 1
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338 Good day. We can set up templates, we have extensive experience in configuring various CRMs. It is important to understand which specific system you are working with. We can also assist with various adjustments, optimization of business processes, and training systems if needed.
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146 Ready to create and refine invoice templates for your CRM according to your technical specifications.
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Доброе время суток, Наталья
А вы в какой СРМ работаете? Для какой СРМ необходимы эти шаблоны?
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