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 will provide an overview of the All Documents & Contracts section, ensuring you make the most of its features.
Navigate to Payments > Documents & Contracts > All Documents & Contracts to begin.
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Date Range
Filter the list by selecting a specific Date range.
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Settings
Configure the customer and team notifications as well as your product invoicing preferences within the Documents & Contracts settings.
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New
Create a new proposal, estimate, or contract from scratch or upload a PDF by clicking this option.
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Search
Utilize the search bar to locate the required document easily.
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Draft
Within this section, you will see a list of all Documents and Contracts that have not yet been sent to the customer.
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Waiting for Others
Navigate to the Waiting for Others tab to view the documents that have not been signed by all required signatories or require further action.
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Completed
Navigate to the Completed tab to view the documents that have been finalized and require no further action.
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Payments
Shows the number of Documents or Contracts that involve any form of payment-related details.
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Title
Displays the name of the document for ease of identification.
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Status
Displays the current status of the document. In this section, all documents will be marked as "Draft."
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Customer
Shows the initials of the contact associated with the document, providing a quick reference to whom the document pertains.
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Date Modified
Reflects the most recent date and time when the document was last updated.
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Value
Represents the monetary amount associated with the document, such as the total estimated cost or contract value.
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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.
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By leveraging this section, you can efficiently handle proposals, estimates, and contracts, ensuring all documents are expertly managed throughout their lifecycle.