1) Sales > Offers
2) Locate the offer & click the template icon
3) Select the template from dropdown
4) Select the format - PDF or Doc > Create
The template will then download on to your computer.
1) Sales > Offers
2) Locate the offer & click the template icon
3) Select the template from dropdown
4) Select the format - PDF or Doc > Create
The template will then download on to your computer.