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    Generating Proposals
    • 19 Mar 2024
    • 1 Minute to read
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    Generating Proposals

    • Updated on 19 Mar 2024
    • 1 Minute to read
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    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.

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