Print, download, or send documents
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- 🎞️ Print or download a documentGrab copies of your quotation, rental agreement, picking list, delivery note, and other documents. Plus, download to CSV to open in Excel.
- Email a document using DiscussionsSend your customer a copy of a quotation, rental agreement, or other document from the system by email.
- Use document approvalGet documents signed or approved online by using document approval.
- Send a document for signing using Adobe SignCapture digital signatures from your customer on opportunity documents using Adobe Sign.