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Documents

Documents is where your live client paperwork lives. Anything you've sent to a client, or are about to send, lands here.

It pulls together four things:

  • Proposals: Bundle your pricing, a contract, and a questionnaire into one link a client can accept in a few clicks.
  • Contracts: Send agreements and collect signatures online, with no printing or scanning.
  • Questionnaires: Track the forms you've sent to clients and read their answers. Each one you send is a questionnaire request.
  • Reminders: Automatic follow-up emails that nudge clients about proposals, contracts, and questionnaires you're waiting on.

Live documents vs. reusable versions​

The Documents area holds the real paperwork tied to a specific client.

The reusable versions you build once and use again, your contract bodies and your questionnaire forms, live under Templates instead. When you send one, a copy shows up here in Documents.

Where to start​

  • New to contracts? See Contracts.
  • Want to send a pricing-and-signing flow in one link? See Proposals.
  • Need to collect details from a client? See Questionnaires.
  • Tired of chasing clients by hand? Turn on Reminders.