Having complete power over your files at any time is crucial to alleviate your daily duties and enhance your productivity. Achieve any goal with DocHub features for document management and practical PDF file editing. Gain access, modify and save and incorporate your workflows with other protected cloud storage services.
DocHub provides you with lossless editing, the possibility to work with any format, and safely eSign papers without the need of searching for a third-party eSignature software. Get the most of your document managing solutions in one place. Check out all DocHub functions today with the free of charge profile.
In the tutorial, the speaker demonstrates how to use a Word file as a PDF template in their basic CRM system to create documents like proposals, quotes, and agreements efficiently. To illustrate, they create a quotation by opening the proposal quote page and adding a new template. The speaker shows how to copy field codes from the CRM, which are marked in green once copied, and then paste them into the Word file. They place today's date and the customer's name using these codes for automatic filling. If certain fields are missing from the CRM, they can be added via the page wizard by creating a new field, like "delivery type," and editing its options as necessary.