Generate order confirmation, invoice and other document directly in Upsales

You can create order confirmations, invoices and other documents directly in Upsales CRM. It's easy and you can create your document in just a few clicks.

1. Go to a company's client card

2. Click on the document icon to the right of the activity or sales for which you want to create a document

3. Select if you want the document in "Word" or "PDF" and click on "OK" to download the document

4. Done!

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