Documents
From an order, quotation or shipment you generate and email PDF documents. Content is auto-populated from the source record; templates are managed under email templates.
Available documents
| Document | Source | Content | For whom |
|---|---|---|---|
| Order confirmation | Order | Stops, cargo, customer reference, revenues | Customer |
| Customer quote | Quotation | Stops, cargo, revenues | Customer |
| Carrier request | Order/Shipment | Stops, cargo, costs | Carrier |
| CMR / waybill | Shipment | Stops, cargo, signatures | Driver / carrier |
| Loading list | Order/Shipment | Cargo per stop | Warehouse / driver |
Workflow
- Open the order/quotation/shipment.
- Tab Documents or button Generate.
- Pick the document type and language (default = customer branch language).
- Optionally tweak subject and intro text — always start from the template.
- Choose Download (PDF) or Send (email to contacts).
Email history and reuse
- Every sent email is logged under Documents / History.
- Previously sent PDFs can be downloaded again without regeneration.
- On source-data changes you must explicitly regenerate — existing PDFs do not change automatically.
Branding and language
- Logo, colors and footer come from Organization.
- Per document type, configure subject and body per language under email templates.
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