Note: This procedure is part of the process for creating a distributor preview or private event.
Group Sales can take your booking details and summarise them into a PDF document for a proposal, quote, or run sheet. You can edit and customise your document in the document editor before you download to PDF or email it to the customer.
- Open your selected booking from the calendar.
- Select Documents from the sidebar.
- On the Documents page, click Create document.
The PDF document editor opens.
- Enter a Document name.
- Select a Document template.
Note: You can manage document templates in your settings menu.
- Edit the document as required.
Note: Default information can be edited or removed completely.
Your document is saved on the booking's Documents page. It can now be emailed or downloaded as a PDF, copied, deleted, or edited further.
Tip! You can also click Upload Document to upload a document from your computer, and this will be saved in Settings > Document Repository. However, you can't edit or copy this document in Group Sales.