## How do I generate proposal documentation for my customer?

- Updated on  Jun 13, 2023
- Published on May 8, 2022

- 1 minute(s) read

Once you have started your proposal, you can generate documentation for your customer (for example, a formal proposal PDF or an early estimate Excel file). Proposal documentation is based on templates that have already been created. For more information, see **Creating Documentation Templates**

Note:

You cannot generate documentation when its status is **Pending Approval**.

From an open quote, click the **Generated Docs** tab, and then click the **Generate Document** button to open the **Select a Document Template** page.

Double-click the desired template to select it, and open the **Generate Doc** page.

Review the document settings, and click **Generate** to create the document. Mobileforce creates a document based on the information in the proposal and the specified documentation template, and then adds it to the **Generated Documents** table on the **Generated Docs** page.

For more information, see [Creating Proposal Documents](https://documentation.mobileforcesoftware.com/v1/docs/creating-proposal-documents-1).