You can effortlessly create and send documents or contracts directly from your mobile app using predefined templates. This feature ensures you stay productive on the go, providing seamless access to your templates for quick document generation and distribution.
Important Note: Before using this feature on the mobile app, ensure your document templates are saved on the web platform since the mobile app does not currently support creating templates from scratch.
How It Works #
Access the Documents and Contracts Section #
Open the mobile app, and click the Apps menu. Tap the Documents and Contracts option from the list.
View Existing Documents and Templates #
Browse the All Documents section to view drafts and sent documents.
Switch to the Templates tab to access saved templates for document creation.
Create a New Document #
Tap the floating “+” button at the bottom-right of the All Documents screen to initiate the document creation process.
Select a document template from your library, then proceed to the next step.
Update the document name, then add the required contact(s) for the document.
Optional: Add Items from the Product Catalog #
Include items if you are generating a quote or estimate.
Note: This step is optional and can be skipped if not needed.
Review and Send #
Carefully review the document details for accuracy, and add a discount if applicable. Once finalized, send the document via email or generate a unique link for sharing.
With this feature, you can manage your contracts efficiently by accessing, creating, and sending them directly from your mobile device.
Leverage the mobile app’s document and contract management capabilities to enhance productivity and flexibility. Whether you’re finalizing contracts or sending out estimates, this tool empowers you to work seamlessly anytime, anywhere.
Frequently Asked Questions #
Can I create document templates from scratch on the mobile app? #
No. The mobile app does not currently support creating templates from scratch. You must save your document templates on the web platform first, then access them on mobile.
How do I access Documents and Contracts in the mobile app? #
Open the mobile app, tap the Apps menu, then select the Documents and Contracts option from the list.
How do I create a new document? #
Tap the floating “+” button on the All Documents screen, select a template from your library, update the document name, add the required contacts, then review and send.
Can I add products to a document? #
Yes. You can optionally add items from the Product Catalog if you are generating a quote or estimate, but this step can be skipped if not needed.
How do I send a finalized document? #
After reviewing the details and adding any discount, you can send the document via email or generate a unique link for sharing.
Where do I view drafts and sent documents? #
Browse the All Documents section to see drafts and sent documents, and switch to the Templates tab to access your saved templates.
