Documents & Contracts Templates

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.

To start head to “Data Collect” > “Proposals & Docs” > “Templates” to manage your document and contract templates.

New #

Begin the template creation process by selecting this button. You will then be prompted to create a new proposal, estimate, or contract, either by starting from scratch or by uploading a PDF.

You can now view your created templates, access advanced settings, and create new templates as needed.

Date Range #

To filter the list by selecting a specific date range, you can use the date filter option provided within the interface. This feature allows you to narrow down the displayed data to only include entries or records that fall within your chosen start and end dates.

Search #

Utilize the search bar to easily locate the required template.

Title #

This column 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 that 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. Please note that this action is irreversible.
• Use Template: Click this button to 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 that your document workflows are both efficient and professional.

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