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The automation of the Reports & PDFs tabs in the Quote Template reduces the margin for errors by ensuring that data is entered only once and then used to automatically create different layout options. This eliminates the need for manual input in these sections, which can often lead to errors. Furthermore, the automation also handles the formatting of the final report, which can be another source of errors if done manually.
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Create up to five quote layouts based on your offered products and services, select the ideal one and send it to your client in just a few clicks. Ava...
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On the other hand, the "Reports & PDFs tabs", identified by the gray color, are sections created automatically that require no manual input. They use the data from the "input tabs" to create different layout options where users can export them as PDF documents to send directly to clients. This structure ensures that data is entered only once, and automates the formatting of the final report to reduce the margin for errors.
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