How to create a PDF or a Merge Document

Avatar
Updated

If you have uploaded templates into Insightly, you can start creating PDFs and Merge Documents. Templates grab information from your records and can be customized to include any information you want to distribute.

They can be created from any record, so long as there is a template for the object type. 

To create a PDF or Merge Document

  1. Go to a record. Open the Actions dropdown menu.
  2. Select Generate Merge Document.
    If you are creating a Quote PDF, click Create PDF.
    Create_Pdf_1.png
  3. Select a Document Template from the dropdown. Click Generate Document.
    Create_pdf_2.png

Emailing a Quote will also create a PDF. 

To email a Quote PDF

  1. Open a Quote. From the Actions menu, select Email This Quote.
    Create_pdf_3.png
  2. Select a document template. Click Generate Document.
    Create_pdf_5.png
  3. Write your email. Click Next to preview the email, then click Next again. Choose when you want to send the email and click Finish.
    Create_pdf_6.png

You can download your PDF at any time by clicking the file's name.

Create_pdf_7.png

If you notice any errors in the PDF, check your template formatting. 

Have more questions? Submit a request
Top