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Standardise documentation

  • opportunities

  • quote

  • products

Create documents 

Create personalised proposals to send out to your customers

By clicking on the Template Icon, the Generate Document Screen will appear.

Here you will be able to select a template and either Save to File, Download, Send as Email or Attach to Email

To find out more about Document Production click here. 

Send your Proposals via Adobe Sign 

Generate your Proposal/ Quote documents in Gold-Vision then send them to your click via Adobe Sign for online signature. 

Visit our Adobe Sign Page to find out more about this.