The Documents & Contracts section serves as a central hub for managing Proposals, Estimates, and Contracts. Featuring a versatile builder that supports text, images, videos, tables, and more, along with digital signatures and document state management, this section offers a comprehensive solution for professional business communication.
This guide provides an overview of the All Documents & Contracts section so you can make the most of its features. Navigate to Payments > Documents & Contracts > All Documents & Contracts to begin.
Tabs and Filters #
- Date Range: Filter the list by selecting a specific date range.
- Settings: Configure customer and team notifications as well as your product invoicing preferences within the Documents & Contracts settings.
- New: Create a new proposal, estimate, or contract from scratch, or upload a PDF.
- Search: Use the search bar to locate the required document easily.
- Draft: See a list of all documents and contracts that have not yet been sent to the customer.
- Waiting for Others: View documents that have not been signed by all required signatories or require further action.
- Completed: View documents that have been finalized and require no further action.
- Payments: Shows the number of documents or contracts that involve any form of payment-related details.
- Archived: Revisit previously sent documents and contracts that have been rejected by one or more recipients.
Document List Columns #
- Title: Displays the name of the document for ease of identification.
- Status: Displays the current status of the document.
- Customer: Shows the initials of the contact associated with the document.
- Date Modified: Reflects the most recent date and time the document was last updated.
- Value: Represents the monetary amount associated with the document, such as the total estimated cost or contract value.
Action Menu #
Within the action menu, you can perform a series of tasks:
- View History: Access the document’s revision history to see past changes and updates.
- View: Open and review the content of the document.
- Clone: Create a copy of the document, useful for repetitive tasks or templates.
- Delete: Permanently remove the document from the system.
- Mark as Completed: Set a document’s status to finalized, indicating no further action is required.
- Download PDF: Export the document as a PDF file for offline use or distribution.
- Convert to Template: Save the document as a template for future use, allowing for easy creation of similar documents.
By leveraging this section, you can efficiently handle proposals, estimates, and contracts, ensuring all documents are expertly managed throughout their lifecycle.
Frequently Asked Questions #
Where do I find the All Documents & Contracts section? #
Navigate to Payments > Documents & Contracts > All Documents & Contracts to view and manage every proposal, estimate, and contract in one place.
What types of documents can I create here? #
You can create proposals, estimates, and contracts from scratch, or upload an existing PDF. The builder supports text, images, videos, tables, and digital signatures.
How do I track which documents are still awaiting signatures? #
Use the Waiting for Others tab to see documents that have not yet been signed by all required signatories or that still require further action.
Can I turn a document into a reusable template? #
Yes. From the action menu, choose Convert to Template to save a document for future use so you can quickly create similar documents later.
What happens to documents that are rejected? #
Documents rejected by one or more recipients move to the Archived tab, where you can revisit them at any time.
Can I download a copy of a document as a PDF? #
Yes. Select Download PDF from the action menu to export the document for offline use or distribution.
