Installation Company ERP / CRM


How To Download a Document Template

To do this:

  1. Within your Contract or Lead, head to the Templates tab.
  2. 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.
  3. 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.
  4. 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

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