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.
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Log in to dashboard.nexudus.com if you aren't already.
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Click CRM > Proposals.
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Click on the three dots icon.
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Click on Create proposal document or Create document to sign in the Bulk actions menu.
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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.