Prestige Rep Logo

Latest Updates To Prestige Rep

blog image

Upload PDF Support For Contracts & Proposals

February 01, 20241 min read

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”.

    A screenshot of a computerDescription automatically generated
  2. Click on upload a PDF.

    A screenshot of a computerDescription automatically generated
  3. Now select the PDF and click on upload.

    A screenshot of a computer screenDescription automatically generated
  4. Once the PDF is uploaded, users will be able to place the signature element or the text/image elements anywhere across the document.

    A screenshot of a computerDescription automatically generated

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

proposalsestimatesdocumentscontractspdf
Prestige Rep is an all-in-one sales and marketing platform powered by Ai

Prestige Rep Team

Prestige Rep is an all-in-one sales and marketing platform powered by Ai

Back to Blog