Using Documents and Contracts on the Mobile App

You can create and send documents and contracts directly from the CRM mobile app using your pre-saved templates. This is ideal for sending quotes, proposals, or agreements while you're on the go.

Before You Start: Prepare Your Templates

To use this feature, you must first create and save your document templates within the main CRM web platform. The mobile app does not currently allow you to create a new document from scratch; it is used for sending documents based on your existing templates.

How to Send a Document or Contract

Follow these steps to generate and send a document from your mobile device:

1. Open the App and Select a Subaccount: Launch the mobile app and ensure your desired subaccount is active.
2. Navigate to Documents and Contracts: Tap on the Documents and Contracts option from the left-side navigation menu.
3. Create a New Document: Tap the floating + button located in the bottom-right corner of the screen.
4. Select a Contact: Choose the contact (or contacts) you want to send the document to from your contact list.
5. Choose a Template: Select the appropriate pre-saved document template you wish to use.
6. Add Products (Optional): If you are creating a quote or estimate, you can optionally add items from your product catalog. You can skip this step if it is not needed.
7. Review and Send: Carefully check all the details in your document. Once you are satisfied, you can send it directly via email or by generating a shareable link.