Using Gold-Vision


Standardise documentation

Create Proposal documents

Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to select a template and either Save to File, Download, Send as Email or Attach to Email:
To find out more about Document Production click here. 

Send Proposals via Adobe Sign

Generate your Proposal/ Quote documents in Gold-Vision then send them to your click via Adobe Sign for online signature. Visit our Adobe Sign Page to find out more about this.   

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