Create Proposal or Contract

Open

Video - Nintex DocGen to Adobe Sign

1. CLICK ‘Select DocGen Package’.

2. Navigate through the drop downs to select either the Adobe Proposal, Contract, Add-on, Change Order or Parts Order

Open

3. Select your Contact

4. Click on

1. Document Selection for optional documents.

2. “Delivery Option”

3. “Attach to Opportunity” (Run DocGen Package will turn blue)

4. “Run DocGen Package”

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 send to Adobe Sign.