This is the documentation for Clover Club 12.0.
Documentation for the upcoming version Rampur 13.0 can be found here.
Publishing Templates
In Pricefx you can export your documents to XLSX, DOCX and PDF formats. For selected document types, customizable Excel or Word templates are used in the publishing procedure (you can add a logo, use brand colors, etc.). This section explains how to manage these Excel and Word templates and how to set up the publishing.
The following documents/objects can be exported using a template:
Quotes
Price Records
Price Lists
Rebate Agreements
Rebate Records
Payout Records
Compensation Plans
Compensation Records
Accrual Records
Agreements/Promotions
Live Price Grids
Price Lists (Matrix)
Live Price Grids (Matrix)
In this section: