Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & Proposals

Software Updates

January 29, 2024 ● 2 min read

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.

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.

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