Sales documents
Client-ready proposals and agreements, built in the house system and ready
to print to PDF. Nothing to edit by hand.
Generators
Order of operations. Proposal on the call or within the hour after it — same-day
is the single biggest lever on close rate. Contract the moment they say yes.
Before sending. Search the file for {{ and for the previous client's name.
Both should return nothing.
Printing. Cmd/Ctrl + P → margins None → background graphics
on → Save as PDF. Send the PDF, never the HTML.