Offer formatting
planned
S
Stahl, Friedemann
For us, the appearance that our customers get from us first is very important. In most cases, this is our offer, which they receive first. In our opinion, Projo's offering could still be improved.
As an example, we have included an offer from Projo and one from Kobold Control to the same project. The following suggestions:
• The sum on the first or last page, but highlighted as the total (in gross and net), would be useful.
• Only 1 page would be useful per cost group, i.e. no page breaks in different places.
• Why do the cost groups come twice, sometimes with the same information? Wouldn't it be better to conclude a detailed calculation according to HOAI and just a summary above? After all, duplications must also be controlled.
• The attachments in particular are rather inflexible and are sometimes output on 2 pages, although one page would easily be possible.
• In addition, many tab stops or column widths do not match. It doesn't look good that way, of course. Here it would be useful if you could still work on the formatting, better yet, it's right away.
In the layout settings, we unfortunately only found the option to change the column widths when working hours, but not for the other attachments in portrait mode.
Arne Semmler
Merged in a post:
Layouts generell
U
Ulf Ermshaus
Many “Look & Feel” requests would probably simply be considered fulfilled if text settings in general were a bit freer. I have given references to the design in various places; in fact, they all belong to this category. You can also say that design is not that important, but that is very important to me in correspondence with our customers (and also internally). We expect our correspondence both internally and externally. I've attached an example here. This cannot be conveyed, text breaks with just one remaining letter, various font sizes and formats. It seems random and unplanned.
Arne Semmler
Does this mean the PDF editions of invoices or offers and not the look & feel of the program when I read the request correctly? I would then change the category accordingly. Since the example you mentioned by you Ulf Ermshaus is not visible to us, I would be interested to know whether your example is an offer or an invoice (or something completely different).
U
Ulf Ermshaus
Arne Semmler
Yes, that is what is meant here (sorry for the late feedback, I don't look at the posts every day)
Arne Semmler
Ulf Ermshaus: Then I'll notice this with the post “offer formatting” - because with the introduction of e-invoices, the formatting of invoices will be done soon anyway ;-) (apart from the fact that we use the same technology for offers and invoices anyway and improvements therefore usually relate to both.)
U
Ulf Ermshaus
I think every office has a more or less powerful CD. The first thing I noticed was that the services and quantities above the offer tables (presumably also for invoices) cannot be edited.
For over a decade, our customers have seen at first glance that an offer or an invoice is coming from our office.
J
Jonathan Peters
In the past, there was probably a button to display as HTML, which made direct correction possible. A reintroduction of this button would be very welcome.
Arne Semmler
Merged in a post:
Layout sequential pages: grid
T
Thorsten Gustav Chalupa
Possibility to set the text grids on the following pages (width, etc.)
I
Inga Böker
I am very pleased that you are now taking on the topic. Perhaps the layout of the invoices could also be optimized in line with the offers. I currently extensively revise every PDF invoice with Adobe. We would also be happy to discuss this directly.
Arne Semmler
Inga Böker: Unfortunately, we have to do this one by one. But I'll get back to that.
Arne Semmler
planned
Benedikt Voigt
This should be possible via the “position from left” in the final text. Could you try this out? If that's what you mean, then we should probably name it more explicitly so that it can be found right away: