Watch and learn: Header- and End Texts in pCon.basket

Welcome to another pCon.basket Tutorial! Today, we take a detailed look at the topic of Header- and End Texts in offers. These seemingly small text elements play a key role in the world of quotation calculations and project management tools. They not only give a personal touch to the offer but also succinctly summarize everything important at the end.

pCon.basket offers a wide range of options for working creatively with Header- and End texts. Individual texts can be created for each offer or even efficient templates can be used, which can be stored as text blocks by the organization’s administrators. Watch the video now and discover useful tips for working with pCon.basket:

Header Text: A Personal Note at the Beginning

Let’s start with the Header Text, which appears on the first page below the logo and address details. This short but effective passage creates a link to the latest project status. It offers space for a personal approach that helps the offer stand out from the competition. Whether it is a question of responding to special customer wishes or reflecting on the developments of the previous project – the Header Text gives your quotation an individual touch.

End Text: Concluding with Clarity

At the bottom of the form is the End Text, an area for important summaries. Information on delivery, payment terms or general terms and conditions can be placed here. It is the final place to make a clear impression and ensure that no important details are overlooked.

Formatting and Templates (Text Blocks) for an efficient Workflow

The possibility of not only inserting Header- and End Texts in pCon.basket, but also formatting them (bold, underline, etc.), allows for an individual design of your documents.

But that’s not all. Templates can also be used to further optimize the workflow. These can be created by pCon.login administrators for the entire organization. The tutorial shows how these templates can be created using text blocks depending on the offer language.

Summary: Getting recognized through Header- and End Texts

All in all, the Header- and End Texts give your documents an unmistakable recognition value. Not only are they a way of communicating important information transparently, they are also a key to creating a personal connection with customers.

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