Learn how to preview your document templates in Nexudus.
The preview option lets you download document templates to see how your documents will look from the customer's perspective. This option helps you make sure the document is displayed as you intended.
We recommend you preview all your document templates before including them in proposals.
- If the side menu is not visible, click .
- Click CRM > Document Templates.
- Click the three dots icon next to the document template you want to preview.
- Click Preview Document.
- Click Continue.
The download should only take a few seconds and you can find your document in the Downloads folder of your device under the name Document Template Template Name.