{"id":284,"date":"2019-12-09T16:09:53","date_gmt":"2019-12-09T19:09:53","guid":{"rendered":"https:\/\/www.pauta.me\/suporte\/?p=284"},"modified":"2019-12-09T16:11:11","modified_gmt":"2019-12-09T19:11:11","slug":"360002976512-como-criar-layout-para-a-proposta-comercial","status":"publish","type":"post","link":"https:\/\/www.pauta.me\/suporte\/360002976512-como-criar-layout-para-a-proposta-comercial\/","title":{"rendered":"Como criar layout para a proposta comercial?"},"content":{"rendered":"\n<p><strong>M\u00f3dulo:&nbsp;<\/strong>Neg\u00f3cios<strong><br>Menu:&nbsp;<\/strong>Configura\u00e7\u00f5es | Layouts de Propostas&nbsp;<\/p>\n\n\n\n<p>Este \u00e9 um recurso que ser\u00e1 muito utilizado pela sua equipe comercial pois permite que sejam criados diferentes tipos de&nbsp;<em>layouts<\/em>&nbsp;para visualiza\u00e7\u00e3o das propostas comerciais cadastradas no Pauta.Me.&nbsp;<\/p>\n\n\n\n<p>Para criar e editar os modelos&nbsp;\u00e9 necess\u00e1rio ter acesso ao menu de Configura\u00e7\u00f5es do m\u00f3dulo de Neg\u00f3cios. Nele, localize o item &#8220;<em>Layouts<\/em>&nbsp;de Propostas&#8221;.&nbsp;<\/p>\n\n\n\n<p>Clique no bot\u00e3o <img decoding=\"async\" loading=\"lazy\" width=\"31\" height=\"26\" class=\"wp-image-21\" style=\"width: 31px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoadd.png\" alt=\"\"> para adicionar um novo\u00a0<em>layout<\/em>\u00a0de proposta.\u00a0<\/p>\n\n\n\n<ul><li>Defina um t\u00edtulo para este&nbsp;<em>layout (campo obrigat\u00f3rio);<\/em><\/li><li>Se desejar, selecione o layout como padr\u00e3o = sim. Mas aten\u00e7\u00e3o! Somente um registro pode ser definido como padr\u00e3o do sistema. Ent\u00e3o, se houver outro registro definido como padr\u00e3o, ele deixar\u00e1 de ser.&nbsp;<\/li><\/ul>\n\n\n\n<p>Na aba&nbsp;<strong>LAYOUT&nbsp;<\/strong>voc\u00ea observar\u00e1 que \u00e9 apresentada uma sugest\u00e3o no campo de edi\u00e7\u00e3o do &#8220;Modelo&#8221;. Este \u00e9 um modelo b\u00e1sico, que voc\u00ea poder\u00e1 editar e:<\/p>\n\n\n\n<ul><li>incluir imagens, tabelas, links e textos;<\/li><li>ajustar cores e tamanhos de texto;<\/li><li>adicionar vari\u00e1veis simples e especiais.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"625\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-8-1024x625.png\" alt=\"\" class=\"wp-image-285\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-8-1024x625.png 1024w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-8-300x183.png 300w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-8-768x469.png 768w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-8.png 1224w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p> Disponibilizamos uma s\u00e9rie de\u00a0<strong>vari\u00e1veis<\/strong>\u00a0que permitem a leitura din\u00e2mica de dados na sua proposta. Para utiliz\u00e1-las clique ou arraste o campo desejado at\u00e9 a posi\u00e7\u00e3o que desejar inclu\u00ed-lo. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"569\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip3-4-1024x569.png\" alt=\"\" class=\"wp-image-286\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip3-4-1024x569.png 1024w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip3-4-300x167.png 300w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip3-4-768x427.png 768w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip3-4.png 1063w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>As&nbsp;<strong>vari\u00e1veis especiais<\/strong>, s\u00e3o compostas de vari\u00e1veis simples e utilizadas para criar tabela ou lista de servi\u00e7os, que podem ser personalizadas nas abas:<\/p>\n\n\n\n<p>&#8220;<strong>LISTA DE SERVI\u00c7OS<\/strong>&#8220;<\/p>\n\n\n\n<p>Se voc\u00ea adicionar a vari\u00e1vel especial &#8220;Lista de Servi\u00e7o&#8221; na aba\u00a0Layout,\u00a0ela utilizar\u00e1 a configura\u00e7\u00e3o e as informa\u00e7\u00f5es pr\u00e9-definidas nesta sess\u00e3o.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"443\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip4-3-1024x443.png\" alt=\"\" class=\"wp-image-287\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip4-3-1024x443.png 1024w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip4-3-300x130.png 300w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip4-3-768x332.png 768w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip4-3.png 1078w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>TABELA DE SERVI\u00c7OS<\/strong>&#8220;<br>Nesta aba, voc\u00ea ir\u00e1 parametrizar a vari\u00e1vel especial &#8220;Tabela de Servi\u00e7os&#8221; para servi\u00e7os com e sem recorr\u00eancia. \u00c9 poss\u00edvel:<\/p>\n\n\n\n<ul><li>Adicionar, remover e definir a ordem das colunas;<\/li><li>Cabe\u00e7alho: Alterar o t\u00edtulo;&nbsp;<\/li><li>Rodap\u00e9: Exibir, ou n\u00e3o, o valor total.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"520\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/59c06685898dafb060304ea322a2ff5faa80f77f1f97e20522527e665aece90c-1024x520.png\" alt=\"\" class=\"wp-image-288\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/59c06685898dafb060304ea322a2ff5faa80f77f1f97e20522527e665aece90c-1024x520.png 1024w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/59c06685898dafb060304ea322a2ff5faa80f77f1f97e20522527e665aece90c-300x152.png 300w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/59c06685898dafb060304ea322a2ff5faa80f77f1f97e20522527e665aece90c-768x390.png 768w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/59c06685898dafb060304ea322a2ff5faa80f77f1f97e20522527e665aece90c.png 1059w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p> A aba &#8220;<strong>Pr\u00e9-Visualiza\u00e7\u00e3o PDF<\/strong>&#8221; \u00e9 onde voc\u00ea tem uma vis\u00e3o da configura\u00e7\u00e3o realizada nas abas anteriores e poder\u00e1 definir para os arquivos PDF do Pauta.Me a orienta\u00e7\u00e3o da p\u00e1gina em retrato ou paisagem e a exibi\u00e7\u00e3o do cabe\u00e7alho e rodap\u00e9. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"431\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip1-6-1024x431.png\" alt=\"\" class=\"wp-image-289\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip1-6-1024x431.png 1024w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip1-6-300x126.png 300w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip1-6-768x323.png 768w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip1-6.png 1032w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p> N\u00e3o esque\u00e7a de\u00a0<img decoding=\"async\" loading=\"lazy\" width=\"92\" height=\"29\" class=\"wp-image-27\" style=\"width: 92px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaosalvar.png\" alt=\"\"> seu layout para ent\u00e3o poder utiliz\u00e1-lo nas propostas comerciais.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong>LEIA MAIS:<\/strong><br><strong><a href=\"https:\/\/suporte.pauta.me\/hc\/pt-br\/articles\/115001304431-Como-funciona-o-Funil-de-Vendas-\">Como funciona o Funil de Vendas?<\/a><\/strong><br><strong><a href=\"https:\/\/suporte.pauta.me\/hc\/pt-br\/articles\/360003087311\">Visualiza\u00e7\u00e3o da Proposta Comercial<\/a><\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>M\u00f3dulo:&nbsp;Neg\u00f3ciosMenu:&nbsp;Configura\u00e7\u00f5es | Layouts de Propostas&nbsp; Este \u00e9 um recurso que ser\u00e1 muito utilizado pela sua equipe comercial pois permite que sejam criados diferentes tipos de&nbsp;layouts&nbsp;para visualiza\u00e7\u00e3o das propostas comerciais cadastradas &#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts\/284"}],"collection":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/comments?post=284"}],"version-history":[{"count":1,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts\/284\/revisions"}],"predecessor-version":[{"id":290,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts\/284\/revisions\/290"}],"wp:attachment":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/media?parent=284"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/categories?post=284"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/tags?post=284"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}