You can include an Excel Order sheet as attachment when you send a Line Sheet or a Selection to your Buyer.
When sending the Line Sheet/Selection to your Customers, click on the 'Add' button, next to Attachments
Select the Order Sheet (Excel), then [OK]
You can include additional attachments from your Attachments Library and a Line Sheet PDF.
Click [Send]
Your customer will receive an email with a unique link.
Once they click on the link, the Order Sheet will display:
Under the Downloads tab for Buyer Portal type:
On the landing page for Standard Attachment type:
Once your customer returns a completed order sheet to you by email, you can enter their order details manually or using the order import tool:
If you require any customisation on the Order Sheet, we recommend you send a test Order Sheet to yourself, make changes then upload the amended Order Sheet to your Attachemnts Library.