{"id":48758,"date":"2023-09-21T12:31:18","date_gmt":"2023-09-21T10:31:18","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=48758"},"modified":"2025-11-27T13:19:05","modified_gmt":"2025-11-27T12:19:05","slug":"generarea-automata-de-pdf-uri","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/generarea-automata-de-pdf-uri\/","title":{"rendered":"Generarea automat\u0103 de PDF-uri"},"content":{"rendered":"<div class=\"alert alert-info\"><strong>Pentru a putea genera automat PDF-uri deja completate \u00een sistem, vei avea nevoie de add on-urile de Automatiz\u0103ri interne \u0219i Generare de PDF-uri. Pentru a verifica dac\u0103 acestea sunt incluse \u00een abonamentul t\u0103u, mergi \u00een sec\u021biunea de Abonare \u0219i vezi dac\u0103 sunt bifate. Dac\u0103 nu le ai dar \u021bi le dore\u0219ti, scrie-ne la suport@minicrm.ro \u0219i te ajut\u0103m cu drag s\u0103 le incluzi \u00een pachetul t\u0103u.<\/strong><strong>\u00a0<\/strong><\/div>\n<div>\n<h2>5 pa\u0219i prin care s\u0103-\u021bi preg\u0103te\u0219ti sistemul pentru generarea automat\u0103 de documente<\/h2>\n<\/div>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Pasul 1:Preg\u0103te\u0219te \u0219ablonul documentului care vei dori s\u0103 fie generat automat \u0219i \u00eencarc\u0103-l (lucru cu variabile explicat)<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Pasul 2: Asigur\u0103-te c\u0103 ai un c\u00e2mp dedicat documentului care va fi generat pe cardul t\u0103u de oportunitate (\u0219i cum s\u0103 \u00eel adaugi)<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Pasul 3: Construie\u0219te filtrul cu condi\u021biile \u00een baza c\u0103ruia documentul se va genera automat<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Pasul 4: Construie\u0219te automatizarea<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Pasul 5: \u00cencepe s\u0103 generezi PDF-uri automat!<\/a><\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">SFAT DE EXPERT: Trimite documentul generat automat tot printr-o automatizare!<\/a><\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/wY8U-PoS6_g?si=vhdNaYUrlB6amT3X\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h2><\/h2>\n<h4><\/h4>\n<h4 id=\"anchor-1\" style=\"text-align: justify;\">Pasul 1: Preg\u0103te\u0219te \u0219ablonul documentului care vei dori s\u0103 fie generat automat \u0219i \u00eencarc\u0103-l<\/h4>\n<div class=\"alert alert-info\"><strong>\u00cen exemplele de mai jos vei vedea o formatare cu ro\u0219u, pentru a eviden\u021bia datele completate automat \u0219i variabilele folosite. Felul \u00een care formatezi variabilele (cu font-uri, culori \u0219i stiliz\u0103ri) va fi \u0219i felul \u00een care informa\u021biile aferente vor ap\u0103rea. <\/strong><strong>\u00a0<\/strong><\/div>\n<p>Primul pas pentru a putea genera documente deja completate din sistemul t\u0103u de MiniCRM este s\u0103 preg\u0103te\u0219ti \u0219ablonul documentelor respective (ex: contracte, oferte, etc.).<\/p>\n<p>\u00cen acest sens, deschide documentul \u0219ablon \u0219i completeaz\u0103-l cu variabilele c\u00e2mpurilor din MiniCRM unde \u021bii informa\u021biile aferente.<\/p>\n<p>\u00cen exemplul de mai jos, ai \u00een fa\u021b\u0103 un model de contract de prest\u0103ri servicii. \u00cen acesta se reg\u0103sesc informa\u021bii despre client precum numele companiei, adresa, datele de contact etc. Tot ce apare cu ro\u0219u a fost preluat din MiniCRM, de pe cardul de companie.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48761 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.45.37.png\" alt=\"\" width=\"1848\" height=\"740\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.45.37.png 1848w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.45.37-300x120.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.45.37-1024x410.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.45.37-768x308.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.45.37-1536x615.png 1536w\" sizes=\"auto, (max-width: 1848px) 100vw, 1848px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48764 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.49.05.png\" alt=\"\" width=\"297\" height=\"413\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.49.05.png 297w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.49.05-216x300.png 216w\" sizes=\"auto, (max-width: 297px) 100vw, 297px\" \/><\/p>\n<p>Ca s\u0103 po\u021bi ob\u021bine \u0219i tu un rezultat similar, va trebui s\u0103 completezi zonele de \u201e&#8230;&#8230;&#8230;\u201d din documentul t\u0103u cu variabile din MiniCRM. Acestea reprezint\u0103 ni\u0219te buc\u0103\u021bele de cod care vor aduce \u00een documentul t\u0103u informa\u021bii din c\u00e2mpurile din sistem.<\/p>\n<p>A\u0219adar, pentru a-\u021bi personaliza documentul cu variabile, mergi \u00een sec\u021biunea de <strong>\u0218abloane<\/strong> a modulului din care vei dori s\u0103 generezi documentul.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48767 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.51.56.png\" alt=\"\" width=\"198\" height=\"207\" \/><\/p>\n<p>De aici, mergi pe butonul verde <strong>\u0218ablon nou<\/strong> \u0219i alege s\u0103 creezi un <strong>\u0219ablon de sarcin\u0103 nou<\/strong>. Nu vom crea un \u0219ablon propriu-zis, \u00eens\u0103 vom avea nevoie de acesta temporar, ca p\u00e2nz\u0103 de lucru.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48770 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.52.41.png\" alt=\"\" width=\"476\" height=\"252\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.52.41.png 476w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.52.41-300x159.png 300w\" sizes=\"auto, (max-width: 476px) 100vw, 476px\" \/><\/p>\n<p>Odat\u0103 ce te afli \u00een panoul de editare al sarcinii, uit\u0103-te dup\u0103 o iconi\u021b\u0103 care arat\u0103 ca o pies\u0103 de puzzle \u0219i d\u0103 click pe aceasta.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48773 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.54.00.png\" alt=\"\" width=\"457\" height=\"279\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.54.00.png 457w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.54.00-300x183.png 300w\" sizes=\"auto, (max-width: 457px) 100vw, 457px\" \/><\/p>\n<p>Ce \u021bi se va deschide va fi o fereastr\u0103 \u00een care vei putea accesa informa\u021biile din toate c\u00e2mpurile pe care le ai \u00een sistem. Acestea vor fi \u00eemp\u0103r\u021bite \u00een mai multe categorii, \u00een func\u021bie de zona \u00een care se afl\u0103 \u00een MiniCRM.<\/p>\n<p><strong>\u00cen prima categorie<\/strong> (care aici se nume\u0219te <strong>Oportunitate<\/strong>, dar la tine poate s\u0103 difere), vei reg\u0103si c\u00e2mpurile pe care le \u021bii pe cardul de oportunitate (ex: m\u0103sur\u0103tori, suma ofertelor trimise, date stabilite pentru \u00eent\u00e2lniri etc.)<\/p>\n<p><strong>\u00cen categoria de Persoan\u0103<\/strong> vei reg\u0103si c\u00e2mpurile referitoare la persoana principal\u0103 de contact (ex: nume, prenume, date de contact, func\u021bia etc.)<\/p>\n<p><strong>\u00cen categoria de Companie<\/strong> vei reg\u0103si informa\u021biile de pe cardul de companie (ex: numele companiei, CUI-ul firmei, codul fiscal, num\u0103rul de angaja\u021bi, industria etc.)<\/p>\n<p><strong>\u00cen categoria de Adres\u0103<\/strong> vei reg\u0103si detaliile adreselor companiilor (ex: jude\u021b, ora\u0219, strad\u0103, num\u0103r, cod po\u0219tal etc.)<\/p>\n<p><strong>\u00cen categoria de Emi\u021b\u0103tor<\/strong> vei putea prelua automat datele din MiniCRM ale acelui utilizator care trimite un e-mail c\u0103tre contactele la care o s\u0103 generezi acest PDF (ex: nume, semn\u0103tur\u0103, num\u0103r de telefon)<\/p>\n<p><strong>\u00cen categoria de Destinatar<\/strong> vei reg\u0103si informa\u021bii asem\u0103n\u0103toare cu cele din categoria de <strong>Persoan\u0103<\/strong> \u00eens\u0103, spre deosebire de aceasta, aici po\u021bi trece informa\u021bii despre oricare dintre persoanele de contact, \u00een func\u021bie de cine va primi e-mailul de la tine.<\/p>\n<p><strong>\u00cen categoria de Data<\/strong> vei putea calcula automat diverse date (ex: data de azi \u00een cazul contractelor)<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48776 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.56.30.png\" alt=\"\" width=\"799\" height=\"670\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.56.30.png 799w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.56.30-300x252.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-11.56.30-768x644.png 768w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><\/p>\n<p>Caut\u0103 variabilele de care ai nevoie una c\u00e2te una \u0219i editeaz\u0103-le dup\u0103 cum apare \u0219i \u00een imaginea de mai jos. Apoi, adaug\u0103-le \u00een documentul t\u0103u original.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48779 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.07.07.png\" alt=\"\" width=\"414\" height=\"217\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.07.07.png 414w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.07.07-300x157.png 300w\" sizes=\"auto, (max-width: 414px) 100vw, 414px\" \/><\/p>\n<p>Finalmente, documentul original ar trebui s\u0103 arate precum exemplul de mai jos, cu variabilele de care tu ai nevoie:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48782 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.08.46.png\" alt=\"\" width=\"1336\" height=\"524\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.08.46.png 1336w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.08.46-300x118.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.08.46-1024x402.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.08.46-768x301.png 768w\" sizes=\"auto, (max-width: 1336px) 100vw, 1336px\" \/><\/p>\n<p>Odat\u0103 ce ai terminat de editat documentul, ie\u0219i din \u0219ablonul de sarcin\u0103 pe care l-am folosit p\u00e2n\u0103 acum drept p\u00e2nz\u0103. \u00centoarce-te \u00een zona de<strong> \u0218abloane<\/strong> \u0219i alege s\u0103 creezi un <strong>\u0218ablon nou<\/strong> \u00eenc\u0103 odat\u0103, \u00eens\u0103 <strong>de tip fi\u0219ier<\/strong> acum.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-48785\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.11.08.png\" alt=\"\" width=\"485\" height=\"253\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.11.08.png 485w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.11.08-300x156.png 300w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/p>\n<p>\u00cencarc\u0103 documentul editat, d\u0103-i un nume sugestiv \u0219i atribuie-i un folder. Click pe butonul albastru <strong>Adaug\u0103<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48788\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.12.51-1024x217.png\" alt=\"\" width=\"1024\" height=\"217\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.12.51-1024x217.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.12.51-300x64.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.12.51-768x163.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.12.51-1536x325.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.12.51.png 1690w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Dup\u0103 \u00eenc\u0103rcare, vei vedea \u0219i o previzualizare a documentului. Dac\u0103 variabilele au disp\u0103rut, iar \u00een locul lor vezi spa\u021bii goale ca \u00een imaginea de mai jos, atunci toate variabilele au fost interpretate cu succes de sistem iar \u00een locul lor vor ap\u0103rea informa\u021bii despre clien\u021bi.<\/p>\n<p>Dac\u0103 \u00eenc\u0103 mai ai variabile care apar, atunci, mai mult ca sigur, a ap\u0103rut undeva o gre\u0219eal\u0103 \u0219i trebuie s\u0103 te re\u00eentorci la editarea documentului ca s\u0103 o corectezi.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48791 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.15.41.png\" alt=\"\" width=\"695\" height=\"254\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.15.41.png 695w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.15.41-300x110.png 300w\" sizes=\"auto, (max-width: 695px) 100vw, 695px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h4 id=\"anchor-2\" style=\"text-align: justify;\">Pasul 2: Asigur\u0103-te c\u0103 ai un c\u00e2mp dedicat documentului care va fi generat pe cardul t\u0103u de oportunitate<\/h4>\n<p>Asigur\u0103-te c\u0103, pe cardul t\u0103u de oportunitate, exist\u0103 un <strong>c\u00e2mp de tip ata\u0219ament<\/strong> care va putea g\u0103zdui documentul generat \u00een mod automat &#8211; cum este cel de mai jos.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48794 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.32.43.png\" alt=\"\" width=\"330\" height=\"167\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.32.43.png 330w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.32.43-300x152.png 300w\" sizes=\"auto, (max-width: 330px) 100vw, 330px\" \/><\/p>\n<p>Dac\u0103 nu ai \u00eenc\u0103 un astfel de c\u00e2mp, po\u021bi ad\u0103uga unul chiar acum at\u00e2t timp c\u00e2t ai drepturi de administrator. Mergi pe cele trei bulinu\u021be din col\u021bul din dreapta sus \u0219i d\u0103 click pe <strong>Editeaz\u0103 c\u00e2mpurile<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48797 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.34.53.png\" alt=\"\" width=\"377\" height=\"496\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.34.53.png 377w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.34.53-228x300.png 228w\" sizes=\"auto, (max-width: 377px) 100vw, 377px\" \/><\/p>\n<p>\u00cen partea din dreapta a ecranului \u00een care vei fi redirec\u021bionat, vei g\u0103si toate tipurile de c\u00e2mpuri pe care le po\u021bi ad\u0103uga pe cardul t\u0103u de oportunitate. Ultimul tip va fi <strong>Ata\u0219ament nou<\/strong>. Click pe acesta \u0219i trage-l (cu drag &amp; drop) oriunde pe cardul de oportunitate, a c\u0103rui configurare o s-o g\u0103se\u0219ti \u00een zona din st\u00e2nga. Click pe chei\u021b\u0103 ca s\u0103 \u0219i denume\u0219ti c\u00e2mpul sugestiv \u0219i apoi pe <strong>Salveaz\u0103<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48800 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.38.41.png\" alt=\"\" width=\"817\" height=\"297\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.38.41.png 817w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.38.41-300x109.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.38.41-768x279.png 768w\" sizes=\"auto, (max-width: 817px) 100vw, 817px\" \/><\/p>\n<p>Dup\u0103 ce ai salvat c\u00e2mpul, d\u0103 click pe <strong>\u00cenapoi<\/strong>. Cardul de oportunitate va fi actualizat automat, pentru to\u021bi clien\u021bii t\u0103i.<\/p>\n<p>&nbsp;<\/p>\n<h4 id=\"anchor-3\" style=\"text-align: justify;\">Pasul 3: Construie\u0219te filtrul cu condi\u021biile \u00een baza c\u0103ruia documentul se va genera automat<\/h4>\n<p>Mergi \u00eenapoi \u00een ecranul principal al modulului \u00een care vei dori s\u0103 generezi documentul \u0219i d\u0103 click pe <strong>Filtru<\/strong> &#8211; <strong>Adaug\u0103 filtru<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48803\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.42.15-1024x220.png\" alt=\"\" width=\"1024\" height=\"220\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.42.15-1024x220.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.42.15-300x64.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.42.15-768x165.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.42.15.png 1404w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Condi\u021biile de filtrare pe care va trebui s\u0103 le selectezi aici se \u00eempart \u00een dou\u0103 categorii:<\/p>\n<ul>\n<li>un num\u0103r de condi\u021bii de double-checking, prin care filtrul se va asigura c\u0103 toate c\u00e2mpurile care se vor auto-completa sunt \u00een regul\u0103 \u0219i \u00een MiniCRM (c\u00e2mpurile care fac referire la variabilele pe care le-ai ad\u0103ugat \u00een document)<\/li>\n<li>o condi\u021bie care va fi declan\u0219atorul gener\u0103rii automate a PDF-ului (de exemplu, schimbarea de status)<\/li>\n<\/ul>\n<p>A\u0219adar, ca prim pas aici, selecteaz\u0103 ca \u0219i condi\u021bii de filtrare toate c\u00e2mpurile pe care le-ai ad\u0103ugat ca \u0219i variabile \u00een documentul t\u0103u. Ca \u0219i criteriu, selecteaz\u0103 <strong>este setat<\/strong>. Astfel vei \u00eempiedica generarea documentului cu spa\u021bii goale, atunci c\u00e2nd o informa\u021bie lipse\u0219te la vreun client.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48806 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.51.32.png\" alt=\"\" width=\"1361\" height=\"137\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.51.32.png 1361w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.51.32-300x30.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.51.32-1024x103.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.51.32-768x77.png 768w\" sizes=\"auto, (max-width: 1361px) 100vw, 1361px\" \/><\/p>\n<p>Odat\u0103 setate toate condi\u021biile de double-checking, adaug\u0103 \u0219i condi\u021bia care va declan\u0219a generarea documentului &#8211; de exemplu, schimbarea de status.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48809 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.54.44.png\" alt=\"\" width=\"1362\" height=\"136\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.54.44.png 1362w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.54.44-300x30.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.54.44-1024x102.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.54.44-768x77.png 768w\" sizes=\"auto, (max-width: 1362px) 100vw, 1362px\" \/><\/p>\n<p>Salveaz\u0103 filtrul \u0219i d\u0103-i \u0219i lui o denumire sugestiv\u0103:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48812 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.56.46.png\" alt=\"\" width=\"1369\" height=\"140\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.56.46.png 1369w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.56.46-300x31.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.56.46-1024x105.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.56.46-768x79.png 768w\" sizes=\"auto, (max-width: 1369px) 100vw, 1369px\" \/><\/p>\n<h4><\/h4>\n<h4 id=\"anchor-4\" style=\"text-align: justify;\">Pasul 4: Construie\u0219te automatizarea<\/h4>\n<p>Dup\u0103 ce ai salvat filtrul, \u021bi se va activa \u0219i butona\u0219ul de <strong>Secven\u021b\u0103 de follow-up<\/strong> de sub acesta (dac\u0103 ai \u00een pachet Automatiz\u0103rile interne), D\u0103 click pe acesta, iar apoi pe <strong>Adaug\u0103<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48815 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.58.36.png\" alt=\"\" width=\"1380\" height=\"224\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.58.36.png 1380w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.58.36-300x49.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.58.36-1024x166.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-12.58.36-768x125.png 768w\" sizes=\"auto, (max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<p>Ecranul \u00een care vei fi acum redirec\u021bionat este cel de construire a automatiz\u0103rii \u00een sine. \u00cen partea din dreapta vei reg\u0103si pa\u0219ii din care po\u021bi alege \u00een construirea automatiz\u0103rii, iar \u00een partea din st\u00e2nga vei vedea efectiv configurarea ei propriu-zis\u0103, pas cu pas.<\/p>\n<p>Trage, a\u0219adar, pasul de <strong>Generarea fi\u0219ierelor PDF<\/strong> \u00een zona de configurare. De aici, po\u021bi selecta ca detalii ale acestui pas ce vezi \u0219i \u00een imaginea de mai jos.<\/p>\n<p><strong>Num\u0103rul de zile de \u00eent\u00e2rziere <\/strong>va indica la c\u00e2t timp dup\u0103 \u00eendeplinirea condi\u021biilor din filtru (ex: dup\u0103 mutarea \u00een statusul de Semnare contract) s\u0103 se genereze documentul.<\/p>\n<p><strong>Sincronizarea<\/strong> va avea \u00een vedere momentul gener\u0103rii.<\/p>\n<p><strong>Documentul \u0219ablon<\/strong> va fi documentul generat &#8211; selecteaz\u0103 aici ce ai personalizat la Pasul 1.<\/p>\n<p><strong>C\u00e2mp al cardului<\/strong> va fi c\u00e2mpul \u00een care documentul va fi generat &#8211; selecteaz\u0103 ce ai creat la Pasul 2.<\/p>\n<p>Salveaz\u0103 pasul \u0219i apoi <strong>Activeaz\u0103<\/strong> automatizarea.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48818 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.00.38.png\" alt=\"\" width=\"1685\" height=\"574\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.00.38.png 1685w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.00.38-300x102.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.00.38-1024x349.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.00.38-768x262.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.00.38-1536x523.png 1536w\" sizes=\"auto, (max-width: 1685px) 100vw, 1685px\" \/><\/p>\n<p>La activarea automatiz\u0103rii vei fi \u00eentrebat dac\u0103 dore\u0219ti ca PDF-ul s\u0103 se genereze doar pentru clien\u021bii care vor intra \u00een filtru de-acum \u00eencolo <strong>(Doar c\u0103r\u021bi noi)<\/strong> sau \u0219i pentru aceia pe care \u00eei ai deja \u00een filtru <strong>(Toate cardurile)<\/strong>. Pentru o mai bun\u0103 monitorizare \u0219i mai mult control, \u00ee\u021bi recomand\u0103m s\u0103 alegi aici <strong>Doar c\u0103r\u021bi noi<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48821 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.08.41.png\" alt=\"\" width=\"591\" height=\"316\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.08.41.png 591w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2023-09-21-at-13.08.41-300x160.png 300w\" sizes=\"auto, (max-width: 591px) 100vw, 591px\" \/><\/p>\n<p>\u0218i gata automatizarea! \ud83d\ude42<\/p>\n<h4><\/h4>\n<h4 id=\"anchor-5\" style=\"text-align: justify;\">Pasul 5: \u00cencepe s\u0103 generezi PDF-uri automat!<\/h4>\n<p>\u00cen func\u021bie de criteriul declan\u0219ator pe care l-ai selectat \u00een filtru (ex: schimbarea de status) po\u021bi \u00eencepe s\u0103 testezi automatizarea.<\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\"><strong>ATEN\u021aIE:<\/strong> Automatizarea nu va rula instant, ci abia dup\u0103 10-15 minute de la activarea declan\u0219atorului!<\/div>\n<div id=\"anchor-6\" class=\"alert alert-info\"><b>SFAT DE EXPERT: <\/b>Dac\u0103 nu vrei s\u0103 a\u0219tep\u021bi 10-15 minute ca automatizarea s\u0103 ruleze, po\u021bi seta \u00eenc\u0103 o automatizare separat\u0103 care s\u0103 \u0219i trimit\u0103 documentul respectiv \u00een mod automat, c\u0103tre client (sau chiar c\u0103tre tine, pe e-mail). Dac\u0103 vrei s\u0103 vezi cum o po\u021bi crea, urm\u0103re\u0219te video-ul de mai jos! \ud83d\ude42<\/div>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/W9jGE0yggh8?si=4Bn8LND9f4_VCanf\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pentru a putea genera automat PDF-uri deja completate \u00een sistem, vei avea nevoie de add on-urile de Automatiz\u0103ri interne \u0219i Generare de PDF-uri. Pentru a verifica dac\u0103 acestea sunt incluse \u00een abonamentul t\u0103u, mergi \u00een sec\u021biunea de Abonare \u0219i vezi dac\u0103 sunt bifate. Dac\u0103 nu le ai dar \u021bi le dore\u0219ti, scrie-ne la suport@minicrm.ro \u0219i [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2519,1908,2515,2549],"tags":[],"class_list":["post-48758","post","type-post","status-publish","format-standard","hentry","category-accesorii","category-generare-documente","category-produse-si-accesorii","category-sabloane-de-documente"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Generarea automat\u0103 de PDF-uri - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Pentru a putea genera automat PDF-uri deja completate \u00een sistem, vei avea nevoie de add on-urile de Automatiz\u0103ri interne \u0219i Generare de PDF-uri. 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