Build Proposals & Documents

TrustPager's document builder lets you create professional proposals, contracts, and reports without leaving your CRM. Build from sections, merge in deal data, and send directly to your client — or pass it straight to e-signing.

Creating a Document

From the Documents page or from any opportunity, click "New Document". Give it a name and optionally link it to an opportunity and contact. Linking pulls in real data through merge fields, so your document stays accurate as the deal evolves.

Working with Sections

Documents are built from sections — cover page, executive summary, scope of work, pricing table, terms and conditions, and more. Each section can be added, removed, and reordered with drag and drop. You can also create sections from templates, so your most common document structures are reusable.

Merge Fields

Merge fields are placeholders that pull in live data. When you include {{contact.name}}, it's replaced with the actual contact name. Available merge fields include:

• Contact details (name, email, phone, company)
• Opportunity data (name, value, stage, probability)
• Product tables (with quantities, prices, and totals)
• Company information (your business name, address, ABN)

Saving and Sending

When your document is ready, you have several options:

• Download as a PDF
• Save to the linked opportunity
• Send via email to the contact
• Send for Signing to collect electronic signatures

Tip: Create document templates for your most common proposals. When you start a new document from a template, all the sections are pre-built — you just need to review the merged data and send.

Related

• Use AI to generate documents
• Attach Documents, Files & Images to an Opportunity — how the Documents card on the opportunity sidebar works