
{"id":52614,"date":"2024-06-25T16:44:45","date_gmt":"2024-06-25T14:44:45","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=52614"},"modified":"2026-01-08T16:10:40","modified_gmt":"2026-01-08T15:10:40","slug":"generarea-de-documente","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/generarea-de-documente\/","title":{"rendered":"Generarea de documente PDF, DOCX, EXCEL, ODS"},"content":{"rendered":"<p>Add on-ul de generare de documente \u00ee\u021bi permite ca, din doar dou\u0103 click-uri, s\u0103 completezi INSTANT \u0219i CORECT toate documentele pe care trebuie s\u0103 le emi\u021bi pentru clien\u021bii t\u0103i. De la date personale, la ata\u0219area de scan-uri \u0219i calcularea separat\u0103 a pre\u021burilor pe produse vs. servcii, generarea de documente se poate ocupa de toate!<\/p>\n<p>Iat\u0103 ce subiecte acoper\u0103 acest articol:<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Generarea de documente \u00eentr-un produs \u00een care nu gestionezi stoc (V\u00e2nz\u0103ri, Clien\u021bi, Baz\u0103 de date etc.): auto-completarea datelor clientului \u0219i ata\u0219area automat\u0103 de imagini<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Informa\u021bii despre conexiunea Google Drive &#8211; MiniCRM, pentru \u0219abloane mai u\u0219or editabile<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Generarea de oferte cu poze de produs \u0219i pre\u021buri separate pe servicii \u0219i produse<\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<div class=\"alert alert-info\">Cu add on-ul de generare de documente, po\u021bi emite instant fi\u0219iere \u00een formate precum PDF, DOCX, Excel, ODS.<\/div>\n<h2 id=\"anchor-1\" style=\"text-align: justify;\"><strong>Generarea de documente \u00eentr-un produs f\u0103r\u0103 stoc (V\u00e2nz\u0103ri, Clien\u021bi, Baz\u0103 de date etc.)<\/strong><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ZrUhZ9x2OVk?si=RIiasrlEaXbvWPfl\" 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<h4>Auto-completarea datelor clientului<\/h4>\n<p>Ca datele clientului t\u0103u s\u0103 fie completate repede \u0219i corect de fiecare dat\u0103 atunci c\u00e2nd ai de emis un document, exist\u0103 ni\u0219te \u201einstruc\u021biuni\u201d pe care trebuie s\u0103 i le dai sistemului: variabilele.<\/p>\n<p>Variabilele sunt instrumentul de care te vei folosi pentru a ar\u0103ta, concret, \u00een ce loc din document trebuie a\u0219ezat\u0103 o anumit\u0103 informa\u021bie pe care ai completat-o \u00een prealabil \u00een MiniCRM.<\/p>\n<p>Pentru a accesa panoul de variabile, mergi \u00een zona de <strong>\u0218abloane<\/strong> a produsului \u00een care vei dori s\u0103 generezi documentul, \u0219i d\u0103 click pe butonul albastru <em><strong>\u0218ablon nou<\/strong><\/em> &#8211; <em><strong>\u0218ablon sarcin\u0103 nou<\/strong><\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52761 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56.png\" alt=\"\" width=\"2832\" height=\"1374\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56.png 2832w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56-300x146.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56-1024x497.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56-768x373.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56-1536x745.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56-2048x994.png 2048w\" sizes=\"auto, (max-width: 2832px) 100vw, 2832px\" \/><\/p>\n<p>Click pe<strong> piesa de puzzle<\/strong> din zona de editare a \u0219ablonului:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52764 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23.png\" alt=\"\" width=\"2850\" height=\"1366\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23.png 2850w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23-1024x491.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23-768x368.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23-1536x736.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.27.23-2048x982.png 2048w\" sizes=\"auto, (max-width: 2850px) 100vw, 2850px\" \/><\/p>\n<p>&#8230; \u0219i \u021bi se va deschide ghidul de variabile:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52767 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.28.31.png\" alt=\"\" width=\"1626\" height=\"1372\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.28.31.png 1626w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.28.31-300x253.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.28.31-1024x864.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.28.31-768x648.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.28.31-1536x1296.png 1536w\" sizes=\"auto, (max-width: 1626px) 100vw, 1626px\" \/><\/p>\n<div class=\"alert alert-info\">Variabilele sunt un concept care \u00ee\u021bi vor servi at\u00e2t \u00een cadrul \u0219abloanelor de document (acolo unde datele vor trebui completate automat), dar \u0219i \u00een cadrul \u0219abloanelor de e-mail ori de sarcin\u0103.<\/div>\n<div>Din ghidul deschis, alege acele c\u00e2mpuri care te intereseaz\u0103 a fi completate \u0219i \u00een documentul t\u0103u final. De exemplu, datele persoanei principale de contact, ori ale companiei:<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52773 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32.png\" alt=\"\" width=\"2824\" height=\"1366\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32.png 2824w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32-1024x495.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32-768x371.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32-1536x743.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.36.32-2048x991.png 2048w\" sizes=\"auto, (max-width: 2824px) 100vw, 2824px\" \/><\/div>\n<div><\/div>\n<div>&#8230; \u0219i formateaz\u0103 toate variabilele ap\u0103rute dup\u0103 formatul specific \u0219abloanelor de document.<\/div>\n<div><\/div>\n<div>Mai concret:<\/div>\n<ul>\n<li>\u0219terge semnele de procentaj (<em><strong>%<\/strong><\/em>) at\u00e2t de la \u00eenceputul c\u00e2t \u0219i de la sf\u00e2r\u0219itul variabilelor<\/li>\n<li>adaug\u0103 un <em><strong>d.<\/strong><\/em> \u00een fa\u021ba fiec\u0103rei variabile<\/li>\n<\/ul>\n<div>\u00cen cazul de mai sus, iat\u0103 cum se vor transforma variabilele alese:<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52776 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35.png\" alt=\"\" width=\"2860\" height=\"1364\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35.png 2860w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35-1024x488.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35-1536x733.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.38.35-2048x977.png 2048w\" sizes=\"auto, (max-width: 2860px) 100vw, 2860px\" \/><\/div>\n<div><\/div>\n<div>Pe acestea, adaug\u0103-le \u00een documentul t\u0103u, acolo unde vei dori ca informa\u021biile s\u0103 fie completate:<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52779 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.39.52.png\" alt=\"\" width=\"1528\" height=\"996\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.39.52.png 1528w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.39.52-300x196.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.39.52-1024x667.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.39.52-768x501.png 768w\" sizes=\"auto, (max-width: 1528px) 100vw, 1528px\" \/><\/div>\n<div><\/div>\n<div><\/div>\n<h4>Ad\u0103ugarea de imagini \u00een documentul final<\/h4>\n<p>Dac\u0103 \u00een documentul t\u0103u final trebuie s\u0103 se reg\u0103seasc\u0103 \u0219i imagini (precum schi\u021be, scan-uri, poze, etc.), mai \u00eent\u00e2i asigur\u0103-te c\u0103 ai un c\u00e2mp de tip ata\u0219ament, special dedicat pentru acestea, pe cardul de oportunitate.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52782 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.42.03.png\" alt=\"\" width=\"654\" height=\"860\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.42.03.png 654w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.42.03-228x300.png 228w\" sizes=\"auto, (max-width: 654px) 100vw, 654px\" \/><\/p>\n<div class=\"alert alert-danger\">\u00a0C\u00e2mpurile de tip ata\u0219ament folosite pentru a aduce imagini \u00een documente <strong>trebuie s\u0103 NU permite ad\u0103ugarea de fi\u0219iere multiple<\/strong>. Po\u021bi verifica acest aspect intr\u00e2nd \u00een panoul de editare a cardului de oportunitate \u0219i d\u00e2nd click pe chei\u021ba de l\u00e2ng\u0103 c\u00e2mpul de tip ata\u0219ament pe care vrei s\u0103 \u00eel folose\u0219ti.<\/div>\n<div class=\"alert alert-info\">Atunci c\u00e2nd debifezi c\u0103su\u021ba de stocare multipl\u0103 iar documentele ata\u0219ate \u00een trecut \u00ee\u021bi sunt \u0219terse, \u00eenc\u0103 le vei mai putea recupera din istoricul cardurilor de oportunitate \u00een care au fost ata\u0219ate.<\/div>\n<div>\u00cen acela\u0219i timp, \u00een \u0219ablonul documentului t\u0103u, va trebui s\u0103 existe o imagine de tip place holder, care s\u0103 \u021bin\u0103 locul imaginilor finale.<\/div>\n<div><\/div>\n<div>\u00cen exemplul de mai jos, s\u0103 spunem c\u0103 documentul final trebuie s\u0103 con\u021bin\u0103 schi\u021ba unui imobil \u00eenchiriat, precum \u0219i trei poze f\u0103cute imobilului \u00een momentul \u00eenchirierii, diferite la fiecare client pentru care se va emite contractul.<\/div>\n<div><\/div>\n<div>\u00cen \u0219ablonul original, vom pune c\u00e2teva imagini oarecare, \u00een locurile \u00een care vom dori ca imaginile reale s\u0103 fie a\u0219ezate:<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52785 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.45.19.png\" alt=\"\" width=\"1090\" height=\"1100\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.45.19.png 1090w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.45.19-297x300.png 297w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.45.19-1015x1024.png 1015w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.45.19-150x150.png 150w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.45.19-768x775.png 768w\" sizes=\"auto, (max-width: 1090px) 100vw, 1090px\" \/><\/div>\n<div><\/div>\n<div class=\"alert alert-info\">Dimensiunea imaginii place-holder din \u0219ablon va trebui s\u0103 fie cam tot pe-at\u00e2t de mare c\u00e2t vei dori s\u0103 fie \u0219i imaginea final\u0103.<\/div>\n<div>\u00cen set\u0103rile suplimentare ale imaginii (click dreapta), vei g\u0103si op\u021biunea de <strong>Text Alternativ<\/strong>. Click pe aceasta, iar \u00een c\u0103su\u021ba care \u021bi se deschide, pune variabila c\u00e2mpului de tip ata\u0219ament despre care s-a vorbit mai sus.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52788 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.49.04.png\" alt=\"\" width=\"1342\" height=\"1046\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.49.04.png 1342w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.49.04-300x234.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.49.04-1024x798.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.49.04-768x599.png 768w\" sizes=\"auto, (max-width: 1342px) 100vw, 1342px\" \/><\/div>\n<div><\/div>\n<div>Nu uita s\u0103 setezi variabila \u00een formatul specific de document, ca \u00een imagine:<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52791 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46.png\" alt=\"\" width=\"2260\" height=\"1086\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46.png 2260w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46-1024x492.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46-768x369.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46-1536x738.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.50.46-2048x984.png 2048w\" sizes=\"auto, (max-width: 2260px) 100vw, 2260px\" \/><\/div>\n<div><\/div>\n<h4>Completarea automat\u0103 a documentului, \u00een ac\u021biune<\/h4>\n<p>Odat\u0103 ce ai terminat de inserat toate variabilele (inclusiv cele de imagine), asigur\u0103-te c\u0103 \u0219ablonul t\u0103u e A4 (de obicei, din zona de <em><strong>File<\/strong> &#8211; <strong>Page setup<\/strong><\/em>) \u0219i salveaz\u0103-l \u00een stocarea ta local\u0103 \u00een format <strong><em>.docx.<\/em><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52794 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46.png\" alt=\"\" width=\"2826\" height=\"1362\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46.png 2826w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46-1024x494.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46-768x370.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46-1536x740.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.52.46-2048x987.png 2048w\" sizes=\"auto, (max-width: 2826px) 100vw, 2826px\" \/><\/p>\n<p>\u00cen ecranul care \u021bi-a ap\u0103rut, trage documentul \u00een zona de \u00eenc\u0103rcare. Apoi, d\u0103-i un nume (salveaz\u0103 numele dat din butonul din dreapta), \u0219i atribuie-i un folder pentru organizare (<strong><em>Manual<\/em><\/strong> sau <em><strong>Automat<\/strong><\/em>).<\/p>\n<div class=\"alert alert-info\">Auto-completarea \u0219abloanelor de document poate fi declan\u0219at\u0103 chiar \u0219i doar de completarea c\u00e2mpurilor necesare. Mai mult dec\u00e2t at\u00e2t, odat\u0103 completat documentul, sistemul \u00eel poate trimite \u201esingur\u201d c\u0103tre clientul final \ud83d\ude42 Pentru mai multe detalii \u00een acest sens, consult\u0103 pagina de help de <a href=\"https:\/\/www.minicrm.ro\/help\/generarea-automata-de-pdf-uri\/\">aici<\/a>.<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52803 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49.png\" alt=\"\" width=\"2850\" height=\"1368\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49.png 2850w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49-1024x492.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49-768x369.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49-1536x737.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.55.49-2048x983.png 2048w\" sizes=\"auto, (max-width: 2850px) 100vw, 2850px\" \/><\/div>\n<div><\/div>\n<div>C\u00e2nd ai trecut prin to\u021bi cei trei pa\u0219i, nu uita s\u0103 salvezi modific\u0103rile f\u0103cute.<\/div>\n<div><\/div>\n<div>La final, ar trebui s\u0103 vezi un ecran asem\u0103n\u0103tor cu acesta:<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52806 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58.png\" alt=\"\" width=\"2818\" height=\"1358\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58.png 2818w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58-1024x493.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58-768x370.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58-1536x740.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.57.58-2048x987.png 2048w\" sizes=\"auto, (max-width: 2818px) 100vw, 2818px\" \/><\/div>\n<div><\/div>\n<div>Dup\u0103 cum vezi, variabilele au disp\u0103rut \u0219i, \u00een locul lor, a r\u0103mas un spa\u021biu alb.<\/div>\n<div><\/div>\n<div class=\"alert alert-danger\">Dac\u0103, odat\u0103 salvat, \u0219ablonul t\u0103u din MiniCRM \u00eenc\u0103 mai con\u021bine variabilele din documentul original (\u00een locul spa\u021biilor albe), \u00eenseamn\u0103 c\u0103 nu le-ai formatat corect. Te sf\u0103tuim s\u0103 revii la acestea, s\u0103 le corectezi conform ghidului de mai sus, \u0219i-apoi s\u0103 re-\u00eencarci \u0219ablonul peste cel urcat mai devreme, din zona de \u00eenc\u0103rcare. Nu vei fi nevoit s\u0103 creezi un alt \u0219ablon.<\/div>\n<div>Pentru a testa, mergi pe oricare dintre cardurile tale de oportunitate (unde ai c\u00e2mpurile din variabile completate) \u0219i caut\u0103 orice c\u00e2mp de tip ata\u0219ament.<\/div>\n<div><\/div>\n<div>C\u00e2nd ai g\u0103sit c\u00e2mpul dorit, click pe s\u0103ge\u021bica de pe butonul <em><strong>\u00cencarc\u0103<\/strong><\/em> \u0219i d\u0103 click pe op\u021biunea <em><strong>Genereaz\u0103 PDF dintr-un \u0219ablon<\/strong><\/em>:<\/div>\n<div><\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52809 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.59.29.png\" alt=\"\" width=\"988\" height=\"1182\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.59.29.png 988w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.59.29-251x300.png 251w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.59.29-856x1024.png 856w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.59.29-768x919.png 768w\" sizes=\"auto, (max-width: 988px) 100vw, 988px\" \/><\/div>\n<div><\/div>\n<div>Alege \u0219ablonul pe care \u00eel dore\u0219ti \u0219i, \u00een doar c\u00e2teva secunde, documentul t\u0103u se va completa automat.<\/div>\n<div><\/div>\n<div>Se pot genera \u0219i fi\u0219iere editabile ulterior, de tip DOCX din op\u021biunea \u201dGenereaz\u0103 DOCX dintr-un \u0219ablon\u201d.<\/div>\n<div><\/div>\n<div>Dac\u0103 dai click pe fi\u0219ierul DOCX generat acesta se va desc\u0103rca \u0219i \u00eel vei putea modifica ulterior gener\u0103rii.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53226 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Captura-de-ecran-din-2024-07-26-la-14.00.58.png\" alt=\"\" width=\"952\" height=\"416\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Captura-de-ecran-din-2024-07-26-la-14.00.58.png 952w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Captura-de-ecran-din-2024-07-26-la-14.00.58-300x131.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Captura-de-ecran-din-2024-07-26-la-14.00.58-768x336.png 768w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/div>\n<div><\/div>\n<div>C\u00e2nd e gata, sistemul \u021bi-l va ata\u0219a \u00een c\u00e2mpul din care l-ai generat \u0219i \u00eel va ad\u0103uga \u0219i \u00een istoric, la data gener\u0103rii.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-52812\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.01.31-772x1024.png\" alt=\"\" width=\"772\" height=\"1024\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.01.31-772x1024.png 772w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.01.31-226x300.png 226w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.01.31-768x1018.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.01.31.png 920w\" sizes=\"auto, (max-width: 772px) 100vw, 772px\" \/><\/div>\n<h4><\/h4>\n<h4 id=\"anchor-2\" style=\"text-align: justify;\"><strong>Op\u021biunea de generare documente bazate pe \u0219abloanele din Google Drive<\/strong><\/h4>\n<p>\u00cen cadrul add on-ului de Generare Documente, exist\u0103 \u0219i varianta \u00een care po\u021bi lucra cu \u0219abloane create \u00een Google Drive.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/BwHVGYcF4Dc?si=zJR6_ck0wet87O3n\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Avantajul acestora este editarea mult mai facil\u0103, f\u0103r\u0103 s\u0103 fie nevoie s\u0103 descarci documentele \u0219i s\u0103 le re\u00eencarci ulterior \u00een MiniCRM pentru a le putea folosi.<\/p>\n<div class=\"alert alert-danger\">\n<p dir=\"auto\">\u00cen acest caz, variabilele trebuie notate cu un semn <strong>$<\/strong>, plasat <strong>doar \u0219i exclusiv \u00eenaintea variabilei<\/strong>, \u00een urm\u0103torul format:<br \/>\n<strong><span class=\"katex\"><span class=\"katex-html\" aria-hidden=\"true\"><span class=\"base\"><span class=\"mord\"><span class=\"mord mathnormal\">P<\/span><span class=\"mord mathnormal\">erso<\/span><span class=\"mord mathnormal\">n<\/span>.<span class=\"mord mathnormal\">F<\/span><span class=\"mord mathnormal\">i<\/span><span class=\"mord mathnormal\">rs<\/span><span class=\"mord mathnormal\">tN<\/span><span class=\"mord mathnormal\">am<\/span><span class=\"mord mathnormal\">e<\/span><\/span><span class=\"mpunct\">,<\/span><\/span><\/span><\/span>{Business.Name}, ${Address.PostalCode} etc.<\/strong><\/p>\n<div class=\"my-2\"><\/div>\n<p dir=\"auto\">\u00cen cazul \u0219abloanelor Google Drive, te rug\u0103m s\u0103 <strong>NU folose\u0219ti<\/strong> formatele de tip {%Variabila.Nume%} sau {d.Variabila.Nume}, deoarece generarea nu va func\u021biona corespunz\u0103tor.<\/p>\n<\/div>\n<p><strong>Pasul 1:<\/strong> Creeaz\u0103 \u0219ablonul de document \u00een Google Drive.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-59654 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-scaled.png\" alt=\"\" width=\"2560\" height=\"1347\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-300x158.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-1024x539.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-768x404.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-1536x808.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.39.46-2048x1077.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p><strong>Pasul 2:<\/strong> Insereaz\u0103 textul standard, care se va aplica la toate documentele generate (\u00een imaginea de mai jos, acesta este marcat cu negru). Ulterior, pentru datele clientului, care vor diferi de la document la document, insereaz\u0103 variabilele \u00een formatul corect indicat mai sus (\u00een imaginea de mai jos, acestea sunt marcate cu ro\u0219u boldat). Modul \u00een care formatezi variabilele (font, culoare, dimensiune)\u00a0 se va reflecta \u0219i \u00een documentele generate pe baza \u0219ablonului.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-59656 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-scaled.png\" alt=\"\" width=\"2560\" height=\"1391\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-1024x556.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-768x417.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-1536x835.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.46.12-2048x1113.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p><strong>Pasul 3:<\/strong> Odat\u0103 preg\u0103tit \u0219ablonul \u00een Drive-ul t\u0103u, deschide sistemul de MiniCRM \u0219i mergi pe cardul de oportunitate al oric\u0103rui client pentru care dore\u0219ti s\u0103 generezi documentul. Click pe c\u00e2mpul de tip ata\u0219ament \u00een care dore\u0219ti s\u0103-l \u00eencarci \u0219i selecteaz\u0103 op\u021biunea de Generare PDF din Google Drive.<\/p>\n<div class=\"alert alert-info\">Dac\u0103 e\u0219ti la primul \u0219ablon \u0219i nu ai mai realizat conexiunea dintre contul t\u0103u Drive \u0219i sistemul de MiniCRM, vei fi rugat s\u0103 te autentifici \u00een contul de Google dorit.<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-59657 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.50.25.png\" alt=\"\" width=\"968\" height=\"742\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.50.25.png 968w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.50.25-300x230.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.50.25-768x589.png 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/><\/p>\n<p><strong>Pasul 5:<\/strong> Selecteaz\u0103 \u0219ablonul dorit, sau caut\u0103-l folosindu-te de bara de c\u0103utare. \u0218i gata! \ud83d\ude42<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-59658 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-scaled.png\" alt=\"\" width=\"2560\" height=\"1364\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-1024x546.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-768x409.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-1536x818.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2025-09-29-at-13.53.18-2048x1091.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h2><\/h2>\n<h2 id=\"anchor-3\" style=\"text-align: justify;\"><strong>Generarea de OFERTE cu poze \u0219i pre\u021buri separate<\/strong><\/h2>\n<div>\u00centr-un produs de Ofertare standard (f\u0103r\u0103 add on-ul de Generare de documente \u00een abonament) vei putea:<\/div>\n<ul>\n<li>s\u0103 emi\u021bi oferte \u00een care datele clientului s\u0103 fie preluate \u00een mod automat din MiniCRM<\/li>\n<li>s\u0103 adaugi zeci \u0219i sute de produse cu descrieri cuprinz\u0103toare din doar c\u00e2teva click-uri<\/li>\n<\/ul>\n<p>Despre aceste func\u021bionalit\u0103\u021bi de sine st\u0103t\u0103toare, po\u021bi afla mai multe pe <a href=\"https:\/\/www.minicrm.ro\/help\/oferte\/\">pagina dedicat\u0103<\/a>.<\/p>\n<p>Dar, incluz\u00e2nd \u0219i add-on-ul de Generare de documente \u00een folosirea produsului de Ofertare, pe l\u00e2ng\u0103 cele de mai sus vei mai putea:<\/p>\n<ul>\n<li>s\u0103 adaugi imagini produselor pe care le ofertezi<\/li>\n<li>s\u0103 calculezi pre\u021bul pe produse separat de cel pe servicii<\/li>\n<\/ul>\n<div class=\"alert alert-info\">C\u00e2mpul de ad\u0103ugare imagini va fi disponibil pe fi\u0219a de produs indiferent dac\u0103 ai Generarea de documente sau nu, \u00eens\u0103 add on-ul \u00ee\u021bi va permite s\u0103 folose\u0219ti variabila din spatele imaginilor \u0219i \u00een \u0219abloanele tale. Altminteri, f\u0103r\u0103 add-on, imaginile tale de produs vor fi inutilizabile.<\/div>\n<p>G\u0103se\u0219ti, mai jos, o descriere detaliat\u0103.<\/p>\n<h4>Inserarea de poze de produse \u00een oferte<\/h4>\n<p>\u00cen produsul de Ofertare, mergi \u00een sub-meniul de stoc.<\/p>\n<p>Aici, vei avea posibilitatea:<\/p>\n<ul>\n<li>s\u0103 adaugi poze pentru articolele\/serviciile pe care le ai deja \u00een stoc<\/li>\n<li>s\u0103 adaugi articole\/servicii noi, dar manual, pentru a-\u021bi ap\u0103rea c\u00e2mpul special dedicat imaginilor<\/li>\n<\/ul>\n<div class=\"alert alert-danger\">Nu vei putea ad\u0103uga imagini produselor tale prin import.<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52824 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24.png\" alt=\"\" width=\"2860\" height=\"1364\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24.png 2860w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24-1024x488.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24-1536x733.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.38.24-2048x977.png 2048w\" sizes=\"auto, (max-width: 2860px) 100vw, 2860px\" \/><\/div>\n<div><\/div>\n<div>Odat\u0103 ce ai intrat pe o fi\u0219\u0103 de produs\/serviciu (nou sau deja existent), vei observa, \u00een partea din st\u00e2nga, un c\u00e2mp special dedicat pozei de produs.<\/div>\n<div><\/div>\n<div>Urc\u0103 \u00een acesta imaginea aferent\u0103, \u021bin\u00e2nd cont de urm\u0103toarele specifica\u021bii:<\/div>\n<ul>\n<li>poza trebuie s\u0103 aib\u0103 undeva la 300 x 300 px.<\/li>\n<li>dintre ace\u0219ti 300 x 300 px., 5-6 px trebuie s\u0103 fie o margine alb\u0103<\/li>\n<li>formatul pozei trebuie s\u0103 fie unul clasic de tip .jpg \/ .jpeg \/ .png<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52827 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50.png\" alt=\"\" width=\"2804\" height=\"1368\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50.png 2804w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50-300x146.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50-1024x500.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50-768x375.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50-1536x749.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.41.50-2048x999.png 2048w\" sizes=\"auto, (max-width: 2804px) 100vw, 2804px\" \/><\/p>\n<p>La fel ca la toate celelalte c\u00e2mpuri pe care le po\u021bi folosi \u00eentr-un \u0219ablon de ofert\u0103, \u0219i pentru imagine va exista o variabil\u0103 aferent\u0103. Aceasta e:<\/p>\n<p><span style=\"color: #000000; font-weight: bold;\"><code><strong>{d.Other.Items.Product_ImageUrl}<\/strong><\/code><\/span><\/p>\n<div class=\"alert alert-info\">Pentru a vedea o list\u0103 complet\u0103 cu toate variabilele pe care le po\u021bi folosi \u00een \u0219abloanele de ofert\u0103, consult\u0103 link-ul de <a href=\"https:\/\/www.minicrm.ro\/help\/sablon-de-oferta-personalizat\/\">aici<\/a>.<\/div>\n<p>Totu\u0219i, \u00eenainte de a o folosi \u00een cadrul \u0219ablonului t\u0103u, \u021bine cont c\u0103 \u0218ABLONUL va trebui:<\/p>\n<ol>\n<li>S\u0103 con\u021bin\u0103 doar dou\u0103 r\u00e2nduri (pe l\u00e2ng\u0103 capurile de tabel), indiferent de c\u00e2te produse\/servicii va avea la final (r\u00e2ndul cu \u201ei\u201d \u00een variabile \u0219i r\u00e2ndul cu \u201ei+1\u201d \u00een variabile)<\/li>\n<li>Variabilele vor trebui formatate pe principiul progresiei incrementale &#8211; sau, altfel spus, va trebui s\u0103 le adaugi \u201ei\u201d respectiv \u201ei+1\u201d, \u00een func\u021bie de r\u00e2ndul pe care se afl\u0103 (vezi modelul de mai jos)<\/li>\n<li>Va trebui s\u0103 ai un place holder acolo unde vei dori ca pozele de produs s\u0103 fie inserate<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>Pentru a insera variabila de <span style=\"color: #000000; font-weight: bold;\"><strong>{d.Other.Items.Product_ImageUrl},<\/strong><\/span><span style=\"color: #000000;\"> intr\u0103 \u00een set\u0103rile imaginii pe care ai ales-o ca \u0219i place holder \u0219i caut\u0103 op\u021biunea de Text Alternativ. \u00cen c\u0103su\u021ba care \u021bi se va deschide, insereaz\u0103 urm\u0103toarele dou\u0103 varia\u021bii de la aceast\u0103 variabil\u0103:<\/span><\/p>\n<p class=\"p1\"><strong><code>{d.Other.Items[i].Product_ImageUrl}<\/code><\/strong> &#8211; pentru imaginea de pe primul r\u00e2nd<\/p>\n<p class=\"p1\"><strong><code>{d.Other.Items[i+1].Product_ImageUrl} <\/code><\/strong>&#8211; pentru imaginea de pe r\u00e2ndul al doilea<\/p>\n<p>&nbsp;<\/p>\n<div class=\"alert alert-info\">Ca s\u0103 \u00ee\u021bi fie mai u\u0219or, \u021bi-am preg\u0103tit o extensie \u00een produsul de Ofertare, ce con\u021bine documentul de ofert\u0103 cu imagini de mai jos. G\u0103se\u0219ti extensia sub numele de <em><strong>\u0218ablon de ofert\u0103 cu imagini pentru produse.\u00a0<\/strong><\/em>Activeaz-o, \u0219i-apoi o s\u0103 g\u0103se\u0219ti documentul de mai jos \u00een zona de <strong>\u0218abloane<\/strong> a produsului de <strong>Ofertare<\/strong>. Click pe acesta, iar \u00een dreapta sus vei vedea un buton albastru de desc\u0103rcare. A\u0219adar, descarc\u0103 \u0219ablonul din extensie \u0219i personalizeaz\u0103-l cum dore\u0219ti (prin a schimba logo-ul, paleta de culori \u0219i, eventual, prin a ad\u0103uga mai multe variabile &#8211; dar NU face prea multe modific\u0103ri la variabilele din tabel, mai ales la poze), apoi \u00eencarc\u0103-l \u00eenapoi \u00een MiniCRM ca \u0219ablon de tip fi\u0219ier nou. \u00ce\u021bi recomand\u0103m s\u0103 p\u0103strezi \u00een sistemul t\u0103u \u0219i varianta original\u0103 din extensie, astfel \u00eenc\u00e2t s\u0103 po\u021bi reveni la ea ori de c\u00e2te ori ai nevoie de un \u0219ablon de ofert\u0103 nou.<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52830 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.44.02.png\" alt=\"\" width=\"1398\" height=\"1534\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.44.02.png 1398w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.44.02-273x300.png 273w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.44.02-933x1024.png 933w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.44.02-768x843.png 768w\" sizes=\"auto, (max-width: 1398px) 100vw, 1398px\" \/><\/p>\n<p>Asigur\u0103-te c\u0103 documentul t\u0103u este format A4 (de regul\u0103, din zona de <em><strong>File<\/strong><\/em> &#8211;<em><strong> Page Setup<\/strong><\/em>) \u0219i descarc\u0103-l \u00een formatul <em><strong>.docx<\/strong><\/em>.<\/p>\n<p>Odat\u0103 ajuns \u00een stocarea ta local\u0103, urc\u0103-l \u00een MiniCRM, \u00een produsul de Ofertare, merg\u00e2nd \u00een zona de \u0218abloane &#8211; \u0218ablon nou &#8211; \u0218ablon de tip fi\u0219ier nou.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52833 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46.png\" alt=\"\" width=\"2826\" height=\"1494\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46.png 2826w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46-300x159.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46-1024x541.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46-768x406.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46-1536x812.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.49.46-2048x1083.png 2048w\" sizes=\"auto, (max-width: 2826px) 100vw, 2826px\" \/><\/p>\n<p>Trage \u0219ablonul t\u0103u \u00een zona de urcare fi\u0219iere, denume\u0219te-l (\u0219i salveaz\u0103-i numele), alege un fi\u0219ier \u00een care s\u0103-l stochezi \u0219i salveaz\u0103 modific\u0103rile.<\/p>\n<p>Odat\u0103 salvat \u00een sistem, \u0219ablonul t\u0103u ar trebui s\u0103 arate cam a\u0219a (dar cu personaliz\u0103rile tale):<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52836 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29.png\" alt=\"\" width=\"2802\" height=\"1356\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29.png 2802w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29-1024x496.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29-768x372.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29-1536x743.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-14.51.29-2048x991.png 2048w\" sizes=\"auto, (max-width: 2802px) 100vw, 2802px\" \/><\/p>\n<div class=\"alert alert-info\">Alternativ, dac\u0103 ai deja un astfel de \u0219ablon de ofert\u0103 \u0219i dore\u0219ti doar s\u0103-i adaugi imagini, \u00eel po\u021bi desc\u0103rca direct din sistem, \u00eei po\u021bi aduce modific\u0103rile de mai sus, iar apoi \u00eel po\u021bi re\u00eenc\u0103rca \u00een acela\u0219i loc, peste varianta sa veche.<\/div>\n<h4>Pre\u021buri calculate separat pe produse \u0219i servicii<\/h4>\n<p>Dac\u0103 \u00ee\u021bi dore\u0219ti ca ofertele tale s\u0103 \u00eensumeze pre\u021burile separat \u00eentre produse \u0219i servicii, add on-ul de Generare de documente \u00ee\u021bi permite s\u0103 faci astfel de calcule prin agregatori.<\/p>\n<p>Ca s\u0103 te po\u021bi folosi de ace\u0219tia \u00een \u0219abloanele tale, trebuie s\u0103 faci anumite set\u0103ri tehnice foarte specifice.<\/p>\n<p>Dar, dac\u0103 nu ai mai lucrat cu agregatori, \u021bi-am preg\u0103tit un \u0219ablon care con\u021bine deja tot ce e nevoie \u0219i pe care \u00eel po\u021bi folosi ca baz\u0103 pentru toate ofertele tale ulterioare.<\/p>\n<p>Pentru a-l desc\u0103rca, mergi \u00een zona de <em><strong>Extensii<\/strong><\/em> a produsului de <em><strong>Ofertare<\/strong><\/em> \u0219i activeaz\u0103 extensia numit\u0103 <em><strong>Ofert\u0103 cu pre\u021b separat produse vs. servicii (\u0219ablon)<\/strong><\/em>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52698 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42.png\" alt=\"\" width=\"2856\" height=\"1370\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42.png 2856w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42-1024x491.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42-768x368.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42-1536x737.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.22.42-2048x982.png 2048w\" sizes=\"auto, (max-width: 2856px) 100vw, 2856px\" \/><\/p>\n<p>O s\u0103 vezi c\u0103, dup\u0103 activare, aceast\u0103 extensie \u00ee\u021bi va ad\u0103uga un \u0219ablon denumit <em><strong>Ofert\u0103 cu pre\u021b separat produse vs. servicii @extensie<\/strong><\/em><\/p>\n<p>Click pe acesta \u0219i descarc\u0103-l \u00een calculatorul t\u0103u, pentru a-i aduce modific\u0103rile pe care le dore\u0219ti \u00een termen de design.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-52701\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.29.17-1024x500.png\" alt=\"\" width=\"1024\" height=\"500\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.29.17-1024x500.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.29.17-300x146.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.29.17-768x375.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.29.17-1536x750.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-25-at-20.29.17-2048x1000.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<div class=\"alert alert-danger\">Te rug\u0103m s\u0103 modifci doar urm\u0103toarele elemente \u00een design-ul \u0219ablonului de ofert\u0103 de mai sus: logo, palet\u0103 de culori, eventuale noi variabile de care ai mai putea avea nevoie. Altminteri, dac\u0103 modifici tabelele, s-ar putea ca noua formatare s\u0103 afecteze afi\u0219area corect\u0103 a pre\u021burilor separate.<\/div>\n<div class=\"alert alert-info\">Recomandarea noastr\u0103 c\u0103tre tine este s\u0103 urci noul \u0219ablon separat de cel din extensie. Astfel, dac\u0103 ceva nu merge bine, ori dac\u0103 o s\u0103 dore\u0219ti o alt\u0103 variant\u0103 mai t\u00e2rziu, o s\u0103 po\u021bi reveni oric\u00e2nd la el.<\/div>\n<div>Finalmente, folose\u0219te \u0219ablonul \u00een emiterea urm\u0103toarei tale oferte \u0219i&#8230; iat\u0103 cum produsele ofertate vor fi prezentate separat de servicii! \ud83d\ude42<\/div>\n<div><\/div>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ZagE2XdZFJ4?si=lAo0U1kbi9BdMAgm\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add on-ul de generare de documente \u00ee\u021bi permite ca, din doar dou\u0103 click-uri, s\u0103 completezi INSTANT \u0219i CORECT toate documentele pe care trebuie s\u0103 le emi\u021bi pentru clien\u021bii t\u0103i. De la date personale, la ata\u0219area de scan-uri \u0219i calcularea separat\u0103 a pre\u021burilor pe produse vs. servcii, generarea de documente se poate ocupa de toate! Iat\u0103 [&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-52614","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 v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Generarea de documente PDF, DOCX, EXCEL, ODS - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Add on-ul de generare de documente \u00ee\u021bi permite ca, din doar dou\u0103 click-uri, s\u0103 completezi INSTANT \u0219i CORECT toate documentele pe care trebuie s\u0103 le emi\u021bi\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/generarea-de-documente\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Generarea de documente PDF, DOCX, EXCEL, ODS - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Add on-ul de generare de documente \u00ee\u021bi permite ca, din doar dou\u0103 click-uri, s\u0103 completezi INSTANT \u0219i CORECT toate documentele pe care trebuie s\u0103 le emi\u021bi\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.minicrm.ro\/help\/generarea-de-documente\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2024-06-25T14:44:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-08T15:10:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Screenshot-2024-06-27-at-13.24.56.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2832\" \/>\n\t<meta property=\"og:image:height\" content=\"1374\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Laura Gata\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Laura Gata\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.minicrm.ro\\\/help\\\/generarea-de-documente\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.minicrm.ro\\\/help\\\/generarea-de-documente\\\/\"},\"author\":{\"name\":\"Laura Gata\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/afbcc1222cd810237fb78977f9587a7f\"},\"headline\":\"Generarea de documente PDF, DOCX, EXCEL, ODS\",\"datePublished\":\"2024-06-25T14:44:45+00:00\",\"dateModified\":\"2026-01-08T15:10:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.minicrm.ro\\\/help\\\/generarea-de-documente\\\/\"},\"wordCount\":2560,\"image\":{\"@id\":\"https:\\\/\\\/www.minicrm.ro\\\/help\\\/generarea-de-documente\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2024\\\/06\\\/Screenshot-2024-06-27-at-13.24.56.png\",\"articleSection\":[\"Accesorii\",\"Generare documente\",\"Produse \u0219i accesorii\",\"\u0218abloane de documente\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.minicrm.ro\\\/help\\\/generarea-de-documente\\\/\",\"url\":\"https:\\\/\\\/www.minicrm.ro\\\/help\\\/generarea-de-documente\\\/\",\"name\":\"Generarea de documente PDF, DOCX, EXCEL, ODS - 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