Explore how to use templates to quickly generate documents from an order.
- Click Create document from the open order. The button appears once the order has been saved and your admin has made at least one document template available at Order:
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Choose the document template from the list:
Your admin creates document templates such as letters, proposals or contracts. These are stored
in the Document templates settings page - From the document window, you can:
- Download a PDF of the document
- Download a Word file of the document
- Send an email with the document attached (if you have activated Upsales email)
- Zoom in or out on the document
- View the document pages
- Select Close to close the document template window