Daylite Sales Assistant ships with 4 powerful templates styles (one of each kind; quote, proforma, invoice, supplier invoice, supplier order (in fact any document DSA can make) ). However every business is different and you are not limited to these template designs or styles, We understand that many businesses need unique documents… this is one reason many businesses use Excel and Word to make quotes. Daylite Sales Assistant has all the power needed to generate complex documents. These custom variations may need to be made for you. Please contact us to discuss your requirements.
Look at the following page to set up and use the templates shipped with Daylite Sales Assistant.
Installation of templates
How to enter the data needed for each template
How to duplicate and edit template so they work with Daylite Sales Assistant
Not for the faint hearted
If you have coding skills you are welcome to make your own templates. There is documentation from Marketcircle on how to write reports and templates in Daylite and our Daylite Sales Assistant tokens can be downloaded for use also.
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