> For the complete documentation index, see [llms.txt](https://legacydocs.nexudus.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://legacydocs.nexudus.com/platform/day-to-day/sales-and-crm/crm/generating-documents-from-templates.md).
# Generating documents from templates
How to generate a document from a template.
Once you've added [document templates](/platform/day-to-day/sales-and-crm/crm/document-templates.md), you can use them to generate documents, for example to create [proposals](/platform/day-to-day/sales-and-crm/proposals.md) to send to potential customers.
There are several places in your Nexudus Spaces account where you can generate documents from templates, specifically:
* Bookings
* Contracts
* Proposals
* Customers
### **To generate a document from member/contact lists**
1. If the side menu is not visible, click .
2. In the side menu, click [**Operations**](https://platform.nexudus.com/operations), then click **Members & Contacts**.
3. From any member or contact list, do one of the following:
* Move your pointer to the left of one or more names and select the check-box that is displayed. A pop-out menu is displayed.
* At the end of the name, click. A pop-out menu is displayed.
4. On either pop-out menu, click **Generate Document**.
5. On the page that is displayed, select a document template to use.
6. Click **Continue**. Your browser opens the document in your word processing software.
Your browser may block the opening of the document. You should be able to override this behaviour in your browser settings.
| Number | Description |
| ------ | ------------------------------------------------------------------------- |
| 1 | In the side menu, click **Operations**, then click **Members & Contacts** |
| 2 | The **More options** button |
| 3 | The **Generate Document** command |
### **To generate a document from within a booking record**
1. If the side menu is not visible, click .
2. In the side menu, click [**Operations**](https://platform.nexudus.com/operations), then click **Bookings Calendar**.
3. Locate and click the booking from which you want to generate a document.
4. Click **More options**, and select **Generate Document**.
5. On the page that is displayed, select a document template to use.
6. Click **Continue**. Your browser opens the document using your word processor.
Your browser may block the opening of the document. You should be able to override this behaviour in your browser settings.
| Number | Description |
| ------ | --------------------------------- |
| 1 | The **More options** command |
| 2 | The **Generate Document** command |
### **To generate a document for a proposal**
Proposal can have two documents in them. A proposal "document to send" and a proposal "document to sign". The first document is meant to outline the general terms of the proposal to the customer while the second one will be sent to customer accepting the proposal so they can e-sign it.
1. If the side menu is not visible, click .
2. In the side menu, click [**C**RM](/platform/training/training-modules/crm.md), then click [**Proposals**](/platform/day-to-day/sales-and-crm/proposals.md).
3. Locate and select the proposal to generate the document for
4. Click on "Generate document to sign" or "General proposal document".
Your browser may block the opening of the document. You should be able to override this behaviour in your browser settings.
**See also:**
* [Document templates](/platform/day-to-day/sales-and-crm/crm/document-templates.md)
* [Merge fields](/platform/day-to-day/sales-and-crm/crm/document-templates/merge-fields.md)
[
](https://app.gitbook.com/@3di/s/nexudus-help-center/day-to-day/day-to-day-sales/crm-activities/document-templates)