What Is Attachment Integration in ITISeasy.business?
When sending sales orders, offers, or invoices, businesses often attach pre-designed documents like terms & conditions, disclaimers, or
agreement letters. But adding them manually and customizing them for each order can be time-consuming and error-prone.
With ITISeasy Attachment Integration, you can now attach ODT files with placeholders — and let the system auto-fill them
with data from your ERP records. Everything happens seamlessly, directly from your quote, order, or invoice.
Explore More Features
What Is Attachment Integration in ITISeasy.business?
When sending sales orders, offers, or invoices, businesses often attach pre-designed documents like terms & conditions, disclaimers, or
agreement letters. But adding them manually and customizing them for each order can be time-consuming and error-prone.
With ITISeasy Attachment Integration, you can now attach ODT files with placeholders — and let the system auto-fill them
with data from your ERP records. Everything happens seamlessly, directly from your quote, order, or invoice.
Explore More Features
How Does It Work?
How Does It Work?
Attach ODT Files with Placeholders
Create your standard document in .odt format (e.g., LibreOffice), and add placeholders like:
{{partner_name}}, {{order_number}}, {{total_amount}}, etc.
Save this file in Technical Settings once — and that’s it!
Attach ODT Files with Placeholders
Create your standard document in .odt format (e.g., LibreOffice), and add placeholders like:
{{partner_name}}, {{order_number}}, {{total_amount}}, etc.
Save this file in Technical Settings once — and that’s it!
Automatic Data Fill
Whenever this file is attached to a report (quote/order/invoice), ITISeasy.business recognizes the placeholders and fills in the correct data automatically, directly from your ERP records.
No manual edits
No copy-paste errors
Always updated
Automatic Data Fill
Whenever this file is attached to a report (quote/order/invoice), ITISeasy.business recognizes the placeholders and fills in the correct data automatically, directly from your ERP records.
No manual edits
No copy-paste errors
Always updated
Attach as Regular File – Enhanced
The ODT file is treated just like a standard PDF attachment. You can still attach it through the normal process — but now it’s dynamic and intelligent.
Whether you’re sending:
A customer-specific agreement
A multilingual service description
Order-specific disclaimers
it all gets generated and filled in real time.
Attach as Regular File – Enhanced
The ODT file is treated just like a standard PDF attachment. You can still attach it through the normal process — but now it’s dynamic and intelligent.
Whether you’re sending:
A customer-specific agreement
A multilingual service description
Order-specific disclaimers
it all gets generated and filled in real time.
Key Benefits for Your Business
Key Benefits for Your Business
Save Time on
Manual Edits
Prepare your template once, and let ITISeasy.business do the rest.
Professional & Personalized Documents
Every client gets a tailored document
— with minimal effort.
Reduced Errors
No risk of forgetting to change a name or
amount in your attachments.
Save Time on
Manual Edits
Prepare your template once, and let ITISeasy.business do the rest.
Professional & Personalized Documents
Every client gets a tailored document
— with minimal effort.
Reduced Errors
No risk of forgetting to change a name or
amount in your attachments.
Works Across
Document Types
Use it in sales orders, invoices, offers,
purchase orders, and more.
Easy Setup in
Technical Settings
Just upload the ODT template once in the backend
— no development needed.
Works Across
Document Types
Use it in sales orders, invoices, offers,
purchase orders, and more.
Easy Setup in
Technical Settings
Just upload the ODT template once in the backend
— no development needed.
Use Cases of Attachment Integration
Use Cases of Attachment Integration
Terms & Conditions
Always attach the latest version, dynamically filled.
Order-Specific Agreements
Customize without creating new files every time.
Terms & Conditions
Always attach the latest version, dynamically filled.
Order-Specific Agreements
Customize without creating new files every time.
Customer Letters
Greet your clients personally with auto-filled details.
Legal or Compliance Docs
Avoid manual intervention and ensure consistency.
Customer Letters
Greet your clients personally with auto-filled details.
Legal or Compliance Docs
Avoid manual intervention and ensure consistency.
P
air with:
ITISeasy Contract Management
P
air with:
ITISeasy Contract Management
100% Compatible With PDF & Print Output
Once generated, the filled ODT file is attached to the main report and can be exported as:
Fully formatted PDF
Print-ready documents
Stored documents for record-keeping or audit trails
No matter the use case — your attachments remain consistent, professional, and accurate.
100% Compatible With PDF & Print Output
Once generated, the filled ODT file is attached to the main report and can be exported as:
Fully formatted PDF
Print-ready documents
Stored documents for record-keeping or audit trails
No matter the use case — your attachments remain consistent, professional, and accurate.
Take the Smart Step Toward Full Document Automation
Whether you’re managing 10 or 10,000 customers, attachment automation simplifies your workflow and enhances your communication.
Integrated deeply into ITISeasy.business
No add-ons or custom development needed
Included in your subscription
Contact Our Experts Start Your Free Trial Now
Take the Smart Step Toward Full Document Automation
Whether you’re managing 10 or 10,000 customers, attachment automation simplifies your workflow and enhances your communication.
Integrated deeply into ITISeasy.business
No add-ons or custom development needed
Included in your subscription
Contact Our Experts
Start Your Free Trial Now
ITISeasy.business – Automating Attachments So You Can Focus on
Results
Boost professionalism, save time, and scale effortlessly with smart document handling.
ITISeasy.business – Automating Attachments So You Can Focus on
Results
Boost professionalism, save time, and scale effortlessly with smart document handling.