Documents & Contracts
Quotes, e-signatures and contract automation.
- 2 in 1 Documents: Direct Invoice payments after signingTABLE OF CONTENTSWhat's New?How to Use?Why We Built It?What's Next?What's New?Direct invoice payments are now available immediately after document signing by the primary user.Sign…
- Attach Files to Documents & TemplatesDeliver a complete document package in one email by adding images, PDFs, or other files as true email attachments within Accommador’s Document & Template Builders. This article…
- Automatic Invoice Creation After Document/Contract is SignedBusinesses would be able to have an invoice created automatically after the potential lead accepts/signs the document/contractThe generated invoice would be a replica of the line…
- Automatically Generate Invoices from Signed Documents & ContractsHow to get a Document signed and collect payment immediately?Make it easy for clients to sign a document and pay in one flow.1. Add a product list -> Enable Direct Payments ->…
- Documents & Contracts Templates with Opportunity Custom ValuesIn Document & Contract Templates you can include Opportunity Custom Values using merge fields.TABLE OF CONTENTSWhat Are Opportunity Custom Values in Documents & Contracts…
- Documents & Contracts trigger inside workflowsMore Tutorials from the Communityhttps://youtu.be/EAU-Las9sykhttps://youtu.be/P-sU8T469dQhttps://youtu.be/Vlc-Xk84wgohttps://www.youtube.com/watch?v=lLeLzhZnONABusiness users are…
- Documents & Contracts: Email Templates and Team Notifications SetupLearn how to customize client-facing email templates and configure team notifications in Documents & Contracts. This article walks you through setting up personalized messages…
- Documents & Contracts: How to Automate Collection of Payments at the Time of SigningWhat's New?We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement allows users to automate…
- Documents & Contracts: How to automate sending invoices when documents are signedWhat's New?We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement allows users to automate…
- Easy Management of Documents and Contracts within ContactsDocuments and Contracts will now be available in the document management section under ContactsThis will list documents associated with the contact irrespective of the criteria…
- How to Configure and Accept Tips on InvoicesBusiness user's can now accept Tips on their Invoices from the customersWhat’s New?Business users now have the capability to configure and accept tips on invoice getting out from…
- How to Create and Send Document or Contract Templates Automatically in a WorkflowThis article will show you how to create professional document or contract templates — such as proposals, estimates, or service agreements — and send them automatically using…
- How to Customize Notifications Sent in Documents & ContractsImproved Email Template Customisation and Enhanced NotificationsIntroducing a set of enhancements to Documents & Contracts which will provide businesses with more control over…
- How to redirect a user to a specific page after signing a contract?OverviewYou can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the Document. This helps create…
- How to Set Signing Order for Recipients in Documents and ContractsMore Tutorials from the Communityhttps://youtu.be/hmdz7X8kBVUhttps://youtu.be/_uN77Q2vI08https://youtu.be/qXYRyZ0HRQ0https://youtu.be/tsDkZkGEKnMClients/Users now have the…
- How to Track Activity for Documents and ContractsTABLE OF CONTENTSWhat's new?How to use?Why we built it?Note:What's new?Send out a document and view its entire history from sent, edited, viewed, to signed - just by clicking on…
- How to Use Document Expiration in Accommador DocumentsThis article explains how to use the Document Expiry feature in Accommador. This functionality enables users to define a specific expiration period for documents, after which they…
- How to use Documents & Contracts?More Tutorials From the Communityhttps://www.youtube.com/watch?v=eqKz8ZFzCyYhttps://www.youtube.com/watch?v=zcHG8DHllQIProposals and estimates allow users to craft detailed…
- How to Use Documents and Contracts in the Mobile AppMore Tutorials from the Communityhttps://youtu.be/K5fVJdhOWxAhttps://youtu.be/0hm5Dh3INuQCreate and send out documents and contracts on the mobile app using your predefined…
- How to use Opportunity Custom Values in Document & Contracts Templates?TABLE OF CONTENTSWhat’s New?How to UseWhy We Built ItWhat’s New?Opportunity Custom Values in Templates: You can now leverage Opportunity Custom Values directly within document…
- Link Custom Values to Text and Date fields: Documents and ContractsWhat’s New?Linked Text and Date Fields: We have added the ability to link text and date fields to contact custom values in Documents and Contracts.Flexible Linking: Users can now…
- Multiple recipient support on Documents & ContractsThis article introduces the ability to send a single document or contract to multiple recipients, each with their own signature fields, rather than being limited to one signer. In…
- Send Quotes with Optional Items (Checklist) for your Signers in Documents & ContractsIf you were not able to send quotes so far because you wanted your clients to be able to select optional services alongwith the fixed ones in the contract, not anymore.What’s New?…
- Split Columns Support: Documents & ContractsWhat’s New?Split Column Functionality is now available in Documents and Contracts.Users can drag and drop elements side by side to automatically create columns, allowing for…