On average, you would spend about 5 hours every week looking for a document you require. 18 minutes more you are trying to discover it within your management system. DocHub allows you to save valuable time and get every record you want within your reach. Get access to PPR Car Service Receipt Templates in a single click and concentrate on tasks that matter the most.
DocHub transforms typical document management and alleviates tiresome document search procedures. Get all capabilities and functionalities of document workflow at your fingertips, no additional software is required. Start your free DocHub trial today.
In this tutorial, the presenter explains how to use a Word file as a PDF template in their basic CRM to create various documents such as proposals, quotes, and agreements. Using a quotation as an example, they demonstrate opening a proposal quote page, adding a new template, and copying field codes from the CRM. After pasting these codes into the Word document alongside today’s date and customer information, the presenter addresses the issue of missing fields by utilizing the page wizard to add new fields, such as "delivery type," and customize their options. This streamlined process allows for efficient document preparation with just one click.