Generating a document for a proposal, quote, or run sheet

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.

1. Open your selected booking from the calendar.
2. Select Documents from the sidebar.
3. On the Documents page, click Create document.

   The PDF document editor opens.

4. Enter a Document name.
5. Select a Document template.

   Note: You can manage document templates in your settings menu.

6. Edit the document as required.

   Note: Default information can be edited or removed completely.

7. Save.

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.