Important note: The first document you send from the system during your trial will document you send going forwards - even if it's to yourself will count as a send. You can re-send for free once you've sent any document to yourself but the first send of any document after this one will deduct one from your monthly allowance. You can view more information on your sending allowance here.
Sending your test document
In the left-hand sidebar, click New Document.
2. If this is your first document, your own company name will be filled in for you, otherwise, you can choose to send to an existing/new contact.
3. Select a template if you have added any to your account or leave this as 'Start from Scratch without a template'
4. Your financial settings will be pulled in here from your brand but you can edit the currency and tax settings.
5. You can choose if you want your document to Expire (This will need to be turned on in Settings > Admin > Document Expiry messages) If you've integrated with Stripe, GoCardless or PayPal, you can select 'Yes' here for 'Do you want to take a payment' and you'll be able to specify what payment you'll be taking on the next 'Details' page.
6. You can choose your Customer Onboarding flow, this is what your customers will see after they sign your document.
7. Click Next and you'll be asked to choose what cover you'd like to choose as a template. Choose one or select 'Start from Scratch' and click Next.
8. Here you can customise your cover by changing the text, background and button. Click Next once you're happy.
9. You’ll now be on your document page. You can add pages on the left and add content blocks using the + icon located between any existing blocks. For more information on adding elements to your proposal, check out these articles:
Adding a text block and using the editor
Adding images
Adding a feature block
Adding a video from Youtube, Vimeo or Wistia
Adding a quote or pricing table
Adding a digital signature block
10. Once you're done, click the green Next button in the top right.
11. If you’re on the Premium or Enterprise plan, you’ll have a chance to receive helpful advice from our document checker. After this quick review point and sorting any improvements on your proposal, click ‘Next’.
12. This is the last step – the sending page. You will see your details populated in the section that tells you who the proposal will come from. Type your details into the first name, surname and email boxes, type yourself a subject line and message in the box on the right and hit ‘Send Proposal’.
It’s the same process for any type of document, whether you’d like to send a proposal, quote, contract, brochure or any other document. Use our software to streamline your sales and document management, it will make your life easier. :)