To do this:
- Within your Contract or Lead, head to the Templates tab.
- Double-clicking on the PDF option will download a PDF copy of the document which can’t be edited. You can print this or save the document to your computer.
- Double-clicking on the Word icon will download the document in Microsoft Word. Here you can edit the document and re-save a copy to your documents.
- You can also email the document straight to the customer or supplier if you’re happy with the information pulled through.
Thank you for watching our how-to video on How To Download a Document Template, for more information and access to our free trial please visit our website https://businesspilot.co.uk
