You can upload and attach any kind of document as a template to each of your sales step within your sales pipeline.
Add a Document Template to a Sales Step
- Click on the “User” and select “Administration” from drop down menu.
- Click "Sales Space".
- Select Pipeline from the "Sales Pipeline" list and click on Edit button.
- Click on the "Attach Document" icon for a corresponding sales step.
- "Browse" for the document template and "Upload" it.