How to generate and send an offer/contract

Please make sure that this option is activated and the template is loaded in Lobbi by ManCloud. (check under configuration/administration/offer)
Here's a step-by-step plan on how to generate and send the document.

1. Add the booking in Lobbi by ManCloud by clicking and completing the booking form.

2. Now go to the booking screen of the reservation (search or click the magnifying glass)

3. Below in the booking screen, beneath the administration you will find the 'open offer', which you can open by clicking the magnifying glass.

4. The offer pop-up will now appear with the standard text customized with all booking details. (Check out how to use keywords in templates to customize).

You can edit the content of the offer if needed.

If the document is finalized click on 'generate document and print' or 'generate offer and mail' in the top right corner of your screen.

5. Depending on your choice a mail or a Print PDF pop-up will appear.

6. The offer/contract is also stored in the booking screen of the reservation, beneath the invoices. From here you can also send the PDF by mail.