Documents and Contracts
More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Proposals and estimates allo...
Mon, 8 Apr, 2024 at 2:22 AM
Improved Email Template Customisation and Enhanced Notifications Introducing a set of enhancements to Documents & Contracts which will provide busine...
Fri, 15 Mar, 2024 at 10:48 PM
Businesses would be able to have an invoice created automatically after the potential lead accepts/signs the document/contract The generated invoice would...
Sat, 16 Mar, 2024 at 1:00 AM
More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Businesses will now be able...
Wed, 13 Mar, 2024 at 4:24 AM
More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Businesses will now be able...
Wed, 13 Mar, 2024 at 4:26 AM
More Tutorials from the Community https://youtu.be/EAU-Las9syk https://youtu.be/P-sU8T469dQ https://youtu.be/Vlc-Xk84wgo https://www.youtube.com/watch?v...
Mon, 22 Apr, 2024 at 10:15 AM
Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact ir...
Wed, 29 May, 2024 at 10:25 AM
More Tutorials from the Community https://youtu.be/hmdz7X8kBVU https://youtu.be/_uN77Q2vI08 https://youtu.be/qXYRyZ0HRQ0 https://youtu.be/tsDkZkGEKnM ...
Fri, 7 Jun, 2024 at 2:20 PM
Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the...
Wed, 12 Jun, 2024 at 8:54 AM
More Tutorials from the Community https://youtu.be/K5fVJdhOWxA https://youtu.be/0hm5Dh3INuQ Create and send out documents and contracts on the mobile ...
Mon, 1 Jul, 2024 at 1:18 PM