Prerequisite: Your admin creates document templates, like letters, proposals or contracts, on the Document templates settings page and indicates where you can access those templates.
To create a document, complete the following steps:
- Select Create document (from the open opportunity, order, activity, appointment, company or contact).
- Select the type of document template (set up by your admin) from the list.
- From the document window, you can:
- Download a PDF of the document.
- Document 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.
- Navigate through multiple pages of the document.