The 3CAD Next Summary section allows users to generate pdf quotations and reports. The versioning of the quotes is supported, and previous quotes versions can be restored at any time. This powerful feature allows users to store multiple versions of the same project and to switch between them. By recalling a previous version, not just the related pdf document is accessible again, but the entire configuration is restored in the planner.
To generate a pdf quote or report for your project, take the following steps.
In the Offers generator section:
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Set the Version name.
Note: You can optionally add a note in the Add Your Note Here field. -
Set the quote validity date in the Offer date field (date of creation).
In the Print parameters section:
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Select the print template from the list, in the Print settings field.
Note: Depending on the layout selected, other options may appear under the Print settings field. These are specific settings of the selected template and need to be defined. For instance, it could be asked if specific elements are to be included in the print or not. Some templates may have no settings related to them. -
Click on the Generate Offer button. The quote or report appears in the Version list section and is automatically saved.
For each version in the Version list section, it is possible to:
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open the quote pdf preview,
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download the quote pdf,
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restore the version, by clicking on the backward arrow,
see How to restore quotes (versioning), for more information. -
delete the version, by clicking on the bin.