Create a Collaborate Document
Create your first document from your Collaborate org in standalone mode. In a later step, you wull integrate Collaborate with your CRM, but we suggest you go through these steps first to give yourself an introduction to the document lifecycle.
To create a document, take the following steps:
- From the Dashboard, clickCreateand then select Proposal.
- Select Start with a template in the pop up menu.
- Choose your starting template, or select Start with a blank proposal instead.
- Click Create.
