Within the desired document template — whether for a Quote, Order, Customer Document, or Deal Document — it is possible to create a field with pre-registered options and add it to your template, facilitating standardized data entry.
How to create the field?
Access the document template you want to edit;
Click on Fields > Order (this step may vary depending on the type and purpose of the document);
Click on Create field;
Select the Pre-registered options type;
Define the field title and register the desired options;
Add the field to your document template;
Click Save.
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