CLICK Select DocGen Package.
2. Navigate through the drop downs to select either the Proposal, Contract, Add-on, Change Order or Parts Order
3. Click on your Contact
4. Click on your “Attach to Opportunity” then click “Run DocGen Package”
You will now see a success message
5. Refresh your page. You’ll now see a file in the Related List Quick Links “Files”. You can hover over or click into Files to access your Document to review or go directly to DocuSign.
