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NetSuite's Advanced PDF Functionality and Why You Should Be Using It

Written by Craig Cook | May 22, 2023 1:19:52 PM

Topics: NetSuite, Blog Posts


NetSuite is a powerful cloud-based ERP system that provides businesses with a comprehensive suite of tools to manage their operations. One of the features that sets NetSuite apart from other systems is its Advanced PDF functionality, which enables users to create highly customized and branded PDF documents from within the system.
 
Advanced PDF is a core component of NetSuite. It does not require any additional investment, and can be enabled by any authorized sysadmin for the benefit of the entire organization. In this post, we'll explore some of the key advantages of using NetSuite's advanced PDF functionality.
1 Increased Efficiency
Businesses can create custom templates for all types of documents, including invoices, purchase orders, and statements. These templates can be saved and reused, which saves time and reduces errors.
 
Plus, NetSuite's advanced PDF functionality integrates with other areas of the system, such as the saved search feature, enabling users to easily generate documents based on specific search criteria.
 
2 Improved Branding
NetSuite's advanced PDF functionality also enables businesses to improve their branding. With custom templates, companies can include their logo, colors, and other branding elements in all their documents, creating a consistent look and feel. This not only helps to strengthen brand recognition but also helps to convey a professional image to customers and stakeholders.
 
3 Enhanced Communication
This feature can be used to create highly customized documents that include specific information relevant to the recipient. For example, an invoice can include details of a customer's order history or payment terms, while a purchase order can include specific delivery instructions. This helps to improve communication and reduce the likelihood of misunderstandings or errors.
 
4 Increased Compliance
 With custom templates, companies can ensure that all their documents include the necessary information and are formatted correctly. This helps to reduce the risk of errors and ensures that businesses meet all legal and regulatory requirements.
 
NetSuite's advanced PDF functionality is a powerful tool that provides businesses with a range of advantages, including increased efficiency, improved branding, enhanced communication, and increased compliance. By using this feature, companies can streamline their operations, strengthen their brand, and improve communication with customers and stakeholders.

 

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Written by Craig Cook

BSP's Chief Marketing Officer Craig Cook is passionate about educating business owners about NetSuite & HubSpot, and expanding on opportunities for users. He is an expert on deploying HubSpot with SuiteCommerce, unlocking the power of an integrated solution. Craig is the host of the New York, Northern California and Southern California NetSuite User Groups.

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