Available for all
- Click Create document (from the open opportunity, order, activity, appointment, company or contact):
- 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:
Select Close to close the document template window.
- 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.
- Navigate through multiple pages of the document.