The Documents & Contracts section is your central hub for managing Proposals, Estimates, and Contracts. It includes a versatile builder that supports text, images, videos, tables, and more, plus digital signatures and document state management. It's a comprehensive solution for professional business communication.

This guide gives you an overview of the All Documents & Contracts section so you can get the most from it.

Navigate to Payments > Documents & Contracts > All Documents & Contracts to begin.

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 by clicking this option.

Use the search bar to find the document you need quickly.

Draft

This section shows all Documents and Contracts that haven't yet been sent to the customer.

Waiting for Others

Go to the Waiting for Others tab to see documents that haven't been signed by all required signatories or need further action.

Completed

Go to the Completed tab to see documents that have been finalised and need no further action.

Payments

Shows the number of Documents or Contracts that involve any form of payment-related details.

Archived

Go to the Archived tab to revisit any previously sent Documents & Contracts that have been rejected by one or more recipients.

Title

Displays the name of the document for easy identification.

Status

Displays the current status of the document. In this section, all documents will be marked as "Draft."

Customer

Shows the initials of the contact associated with the document, giving you a quick reference for who the document is for.

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 several tasks:

  • View History: Access the document's revision history to see past changes and updates.
  • View: Open and review the document content.
  • 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 finalised, 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, making it easy to create similar documents.

By using this section, you can efficiently manage proposals, estimates, and contracts, keeping all documents expertly handled throughout their lifecycle.