Here is a list of questions that are often asked to our support team:
How to handle multi-currency?
Question:
You want to apply different currencies to your quotations.
Answer:
Please read the article that shows you how to manage multiple currencies: Administration - Multi-currency management in Frisbii.
How to display invoice and quotation templates?
Question:
You want to display the available quotation templates at Corporate Name level.
Answer:
If you would like to see a larger view of the different templates available in the Frisbii package, you can click on the quotation of your choice and use the Other templates field to select a template.
Then click on Create PDF to preview the template with your data.
This way you can test all the available templates and choose the one that suits you best.
If you wish to adapt the template, please consult the PDF templates section of our knowledge base.
How to keep your previous quotation when creating a PDF?
Question:
You would like to keep a quotation you have previously created when creating a new version of the PDF.
Answer:
When a new PDF is created, the original PDF quotation is retained. If no changes are made in the meantime, the quotation remains as it is. If you save several PDFs, you will find several PDFs in the related list PDF quotations.
How to change the PDF quotation number displayed?
Question:
On the PDF quotation, you want to display something different than the automatic number assigned to PDF quotations.
Answer:
You can rename the automatic names given to PDFs by following this article Automation - Renaming invoice/quotation PDFs.
How to manage bundles?
Question:
As part of the Frisbii setup, you want to be able to create product bundles.
Answer:
We don't support bundles natively in Frisbii, but you can set up CPQ in your Salesforce org, here is an article about it CPQ - Product Bundles.
How to display different GTCs depending on the services/products sold?
Questions:
You would like to display different terms and conditions of sale depending on the services/products sold. How can this be done since the terms and conditions of sale are set globally, at the level of the corporate name?
Can you confirm that in order for the GTCs to appear on the quotation or invoice, it is necessary to modify the Visualforce pages for these objects?
Answer:
There are several ways to manage the GTCs. But in any case, you have to modify the Visualforce page to make the desired change:
a) Either you store theGTCs in the static resources and search the documents from the Visualforce page.
This is easier to manage by an administrator, but the image quality may be a bit blurry on the final result.
b) Either you put hard-coded text ion the Visualforce page by putting conditions on this text. The quality will be better, but for each modification, you have to modify the Visualforce page.
c) Either you put for each GTC a long text field on the corporate name and you "call" these fields in the Visualforce page.
In this case, you cannot apply a style. You would need to see the character limit for an enhanced text box, which would allow you to format the text, but it is likely that this type of field does not accept enough characters. On the other hand, for users this would be the easiest way to manage changes to the GTCs.