LSP.expert

Yes you can Cc as many contacts as you like to the emails you send to your clients.

Can I Cc people to the emails I send using LSP.expert?

You can configure how you would like the dates and numbers to be formatted in your documents in the corresponding document configuration.

My dates and numbers are not formatted as expected in my invoices, quotes and purchase orders. How can I solve this?

Yes, you can add up to 2 default attachments to the emails you send.

Can I add default attachments to the emails I send with LSP.expert?

You can choose to display or not the page number in your quotes, invoices and POs.

Can I display (or remove) the page number in my documents?

Yes, you can add an image to your documents.

Can I add an image to the documents I create with LSP.expert?

Yes, you can send your emails in LSP.expert using your SMTP server.

Can I link my LSP.expert account to my SMTP server?

Yes, you can choose to display the currency for each amount in the PDF documents you create with LSP.expert.

Can I display the currency for each amount in my documents?

Yes, you can choose to mention your job references in your documents.

Can I mention the job references in my documents?

Yes, you can customize the margins in your documents.

Can I adapt the margins in my documents?

Yes, you can send your emails in LSP.expert using your Office 365 Outlook address.

Can I link my LSP.expert account to my Office 365 Outlook address?

Yes, you can send your emails in LSP.expert using your Gmail address.

Can I link my LSP.expert account to my Gmail address?

Yes, you can send emails from LSP.expert using your Gmail or Office 365 Outlook account or your SMTP server.

Can I send emails from LSP.expert using my own email address?

Yes, you can upload your own letterhead paper in LSP.expert.

Can I use my own letterhead paper for the documents I create using LSP.expert?

Yes you can choose to display the line total of your match categories.

Can I display the line total of every match category in my documents?

Yes you can choose not to display the delivery date of your jobs in your documents.

Can I remove the delivery date of a job in my invoice?

You can define how you want this data to be displayed in your documents.

How can I manage my master data (services, units, matches)?

You can very easily add a footer to any documents you create.

How can I add a footer in the documents I create with LSP.expert?

You have several options to customize the documents you create with LSP.expert.

Can I customize the documents I create with LSP.expert?

A new document configuration (or a modified one) does not automatically apply to your existing documents.

I created a new document configuration, why aren't all my existing documents automatically updated?

Once a job has been assigned to a supplier, you can create a PO in just a click.

How can I create a purchase order?

Yes, you can easily define fixed contacts (PMs, accountant, etc.) that should always receive your documents.

Can I define that my documents always have to be sent to fixed contacts?

Yes, LSP.expert has a sending functionality.

Can I send my documents directly from LSP.expert to my clients?

For some clients, you may want not to display the CAT tool matches on your documents.

How not to display matches on my documents?

Yes, you can change the name of your PDF files.

Can I change the name of the PDF files generated with LSP.expert?

In your documents, you can define which items are liable to taxes and which ones aren't.

Can I define that one of the items in a document should not be liable to taxes?

You can write the text you want for your emails.

Where can I change/customize the text of the emails I send with LSP.expert?

In LSP.expert, you can define specific localisation settings for each one of your clients.

How can I change the localisation settings for one client in particular?

You can easily add lines in your documents.

How can I add a line that is not linked to a job in a document?

We offer 5 different templates for your documents.

Can I change the layout of my documents?

You can easily check if your email was sent and read.

How can I track the status of an email I sent with LSP.expert?

You can automatically add your Terms & Conditions to all your documents.

Where can I add my Terms & Conditions?

In LSP.expert, you can translate your documents yourself.

Can I translate my documents in another language?

This information will automatically appear in all your documents for these clients.

Where do I have to enter my clients’ information (name, address, VAT No., etc.) in order to see it in my invoices/quotes?

This information will automatically appear in all your documents.

Where do I have to enter my personal information (name, address, VAT No., etc.) in order to see it in my invoices/quotes?

The name of the PM can appear at different places in an invoice.

Where does the name of the Project Manager appear in invoices and can I put it elsewhere?

Caroline Bries

Cédric Degallaix

Documents

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