Topics started by Ace3838

4 Topics

Ace3838
Ace3838New Member

PDF Generator - Dynamic Contect Auto Populated numbersSubmitted

I am trying to use the PDF generator to create packing list for customers to sign when they pickup their order.  This way my employee’s can just print a packing list instead of having to have access to accounting software.  But in doing this the document would need to have a unique number that can be referenced when I bill the customer later on.1- Auto Populated numbers are not an option to add from a card to a PDF - Is there a workaround or can it be added?2- Images that are in a card as an attachment JPEG can it be added to PDF’s through the generator?Thanks! 

6
marcosmelo
5 months ago
Ace3838
Ace3838New Member

Card Fields, New Date RangeSubmitted

We use 1 pipe for on-site industrial work.  A Date range field option would be helpful.  Currently we have to use 4 different date fields to try and get all the data on the card that we need.  Also some sort of calendar view by month based on the date ranges, like a Gnat chart or work load chart would be tremendously helpful for us service based companies.  We are currently using the 4 date fields for Project start date, project completion deadline date, and 2 milestone dates in the middle.    

3
Rodrigo Subirá
Pipefy Staff
5 months ago
Ace3838
Ace3838New Member

Button to Create a new card but have it linked to original cardReleased

I would like to see an option to create a new card from an old card and have a simple way to see it was created from an old card.  I currently have a pipe where at a certain point the customer is quoted for purchasing additional items.  If the customer accepts we have to create a new card for the new order but there is no way to link/refer back to the original order.  

4
Rodrigo Subirá
Pipefy Staff
5 months ago
Ace3838
Ace3838New Member
asked in Ask the Community

Creating Invoices

Hello,          I’m using the software as a business process.  I want to be able to create and print invoices per card.  Our invoicing is simple.  We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function?  Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice?  When card enters a certain phase?  

1
marcosmelo
9 months ago

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