Documents and Contracts

How to use Documents & 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
How to customise notifications sent in Documents & Contracts
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
Automatic invoice creation after Document/Contract is signed
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
Multiple recipient support on Documents & Contracts
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
Create document/contract templates and send them automatically inside a workflow
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
Documents & Contracts trigger inside workflows
Business users are able to utilize the Documents & Contracts trigger to trigger a workflow for use cases based upon the change in the state of a docume...
Wed, 13 Mar, 2024 at 7:08 AM