The Documents & Contracts Templates section in the Payments tab is designed to streamline document workflows by providing a centralized area for creating, managing, and storing customizable templates for contracts, agreements, invoices, and other essential paperwork.
This feature allows users to quickly generate consistent and professional documents by reusing pre-designed templates, reducing the time spent on manual preparation and ensuring all necessary legal and business information is accurately included.
Navigate to Payments > Documents & Contracts > Templates to access this feature. You can then view your created templates, access advanced settings, and create new templates as needed.
Tools and Columns #
- Date Range: Filter the list by selecting a specific date range, narrowing the displayed records to only those that fall within your chosen start and end dates.
- New: Begin the template creation process. You will be prompted to create a new proposal, estimate, or contract, either by starting from scratch or by uploading a PDF.
- Search: Use the search bar to easily locate the required template.
- Title: Displays the name of the document for ease of identification.
- Value: Represents the monetary amount associated with the template, such as the total estimated cost or contract value.
- Date Modified: Reflects the most recent date and time the template was last updated.
Action Menu #
Within the action menu, you can:
- Share: Copy the template to another account by clicking this option.
- Delete: Permanently remove the template from your account. This action is irreversible.
- Use Template: Open the Documents & Contracts Builder, where you can edit the template and assign a recipient before sending it.
Whether you need to draft new documents, filter your templates by date, or perform actions like sharing or deleting templates, this centralized tool ensures your document workflows are both efficient and professional.
Frequently Asked Questions #
Where is the Documents & Contracts Templates section? #
Navigate to Payments > Documents & Contracts > Templates to view, manage, and create your templates.
Why use templates for documents and contracts? #
Templates let you quickly generate consistent, professional documents by reusing pre-designed layouts, reducing manual preparation time and ensuring all required legal and business information is included.
How do I start a new template? #
Click New, then choose to create a proposal, estimate, or contract either from scratch or by uploading a PDF.
How do I use an existing template to send a document? #
From the action menu, select Use Template to open the Documents & Contracts Builder, where you can edit the template and assign a recipient before sending.
Can I find a specific template quickly? #
Yes. Use the search bar to locate a template by name, or apply the date range filter to narrow the list to templates modified within a chosen period.
Is deleting a template reversible? #
No. Deleting a template permanently removes it from your account, so be sure before confirming the action.
