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Topic: Yardi CRM Quote Generation
Topic Author
Hey everyone!
I am trying to create a template to use for our quotes in Yardi and I am having some trouble getting it to look nice. I am so used to Resman quotes that looked beautiful and I would really like something similar. Does anyone have a template they use with the Tokens that makes it look like a presentable quote? I would appreciate any assistance!
I am trying to create a template to use for our quotes in Yardi and I am having some trouble getting it to look nice. I am so used to Resman quotes that looked beautiful and I would really like something similar. Does anyone have a template they use with the Tokens that makes it look like a presentable quote? I would appreciate any assistance!
Posted 4 years 2 weeks ago
Topic Author
There may be a better method out there, but the best way I've found is to open "Preview Resident Services" from their resident page in CRM and then open their offers from there so it's laid out nicely. I zoom out my screen until I'm able to fit all the offers on one page and then take a snippet of the offers that I copy into a Word document so I can print out multiple resident's offers at once.
Posted 4 years 2 weeks ago