Upload PDF Support For Contracts & Proposals

Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

*Propsals & Estimates Menu is now called Documents and Contracts

Upload PDF Support For Contracts & Proposals: Our CRM enhances the Proposals and Estimates section by introducing the ability to upload and customize your own PDF documents, add signature fields, and utilize legal signature capture, providing a seamless solution for personalized document management.👇🏻

⭐️ Why does it matter to your business?

• Customizable PDFs: Upload and tailor your PDF documents with signature fields, allowing for personalized proposals and estimates.

• Efficient Signature Capture: Streamline document signing with multi-signature capabilities and the option to upload your own PDFs.

• Automated Naming and Processing: Automatically name PDFs based on document names, simplifying the document management process.

⭐️ How To Upload PDF Support For Contracts & Proposals:

1. Access the payments from the left navigation menu then go to “Documents & Contracts” and click “+New”.

   

2. Click on upload a PDF.

   

3. Now select the PDF and click on upload.

   

4. Once the PDF is uploaded, users will be able to place the signature element or the text/image elements anywhere across the document.

   

Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.