SalesReady offers two ways to create documents once templates have been created. Both ways will open the exact same container.
1. Generate from within the quote builder
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Add the Send_Document setting to the object and the Save & Email button will appear here.
2. Generate from a custom action
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Go to the Object Manager and select which object users will generate documents from.
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Create a custom action that uses the
transactionQuickActionLightning Web Component. -
Add to the page layout or lightning record page.
