Document Type
A Document Type workflow is a special workflow type that defines the process for generating a document such as a PDF, Excel, or CSV. It can be used to generate various document types, such as invoices, purchase orders, and more.
Document Templates
Table of Contents
Email Template Type
Introduction
Rate Quote Type
A Workflow Rate Quote Type is a special workflow type that defines the process for generating a rate quote.
Rule Tariff Type
Workflow Rule Tariff Type is a workflow type that defines a rule to calculate additional charges based on the tariff.
Flow Type
Introduction