Login
    Contents x
    Generating Proposals
    • 19 Mar 2024
    • 1 Minute to read
    Contents

    Generating Proposals

    • Updated on 19 Mar 2024
    • 1 Minute to read
    Article Summary

    You can easily generate proposal documents as PDFs to check that your proposal looks the way you want before sending it to customer. Generating a proposal document also lets you keep a local copy of the document on your device.

    You can only generate 1 proposal document at a time.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Proposals.

    3. Click on the three dots icon.

    4. Click on Create proposal document or Create document to sign in the Bulk actions menu.

    5. Click Yes, do it to confirm.

    The download only takes a few seconds and you can find your document in the Downloads folder of your device.

    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout