Getting complete control of your papers at any moment is essential to alleviate your day-to-day duties and boost your productivity. Achieve any goal with DocHub features for document management and hassle-free PDF file editing. Gain access, adjust and save and integrate your workflows with other safe cloud storage.
DocHub gives you lossless editing, the opportunity to work with any formatting, and securely eSign documents without the need of searching for a third-party eSignature option. Make the most of the document management solutions in one place. Consider all DocHub functions today with your free account.
how can i send a quote to a customer well if youre using the default settings in CRM there are other options but in this case what were going to do is were really going to do a mail merge so Im going to print the quote for the customer using the button on an active quote and what will happen is its going to ask do you want to start with a blank document you want to use an organizational mail merge template and serum comes with a very basic mail merge template for the quote which I can show you the other options are to create a custom report out of CRM driven by sequel server studio or we can create your own custom templates or you can use a blank template and go from there or if you dont want to use the organizations template you can create your own personal templates but Im going to cut select the quote for customer for now and Im going to click download what will happen is a mail merge document file is created which Im going to click open and that just to be clear I have t