Documents
A lead tells you what the job is. Documents are how you turn that into paperwork — without retyping anything the visitor already told you.
Documents live under Documents in the sidebar and are tied to the submission they came from, so the answers and the quoted price carry across.
Three types
Section titled “Three types”Offer — the formal quote. What you are proposing, at what price.
Invoice — the request for payment, once the work is agreed or done.
Agreement — terms the customer signs.
Filled in from the lead’s services
Section titled “Filled in from the lead’s services”If the lead carries services, a new document starts with the scope already written: milestones, timeline, deliverables, a priced breakdown and the payment schedule — all adding up to the lead’s quoted total. See what gets filled in.
The lifecycle
Section titled “The lifecycle”Documents move through four statuses:
| Status | Meaning |
|---|---|
| Draft | Being written. Not visible to the customer. |
| Sent | Delivered to the customer. |
| Signed | The customer has agreed. |
| Paid | Settled. |
Not every type uses every status — an Agreement ends at Signed, an Invoice ends at Paid — but they share one pipeline so a job’s paperwork can be read at a glance.
Templates
Section titled “Templates”Rather than writing each document from scratch, build a template once and generate from it. Templates are themselves either draft or published; only published templates should be used for real customer documents.
Templates can pull in values from the lead — the answers, the price, the contact details — and from your custom variables, so your company details and terms stay in one place instead of being copy-pasted into every document.
Styles
Section titled “Styles”Each document is drawn in a style — Classic for every type, plus Modern and Editorial for proposals. A template’s style is where documents generated from it start; a draft can switch style at any time. Once a document has been sent, it keeps the look the customer received.
Sending to the customer
Section titled “Sending to the customer”Press Send in the editor, check the recipient, subject and message, and send. The customer gets an email from your workspace’s mail server (set it up under Email Settings → SMTP first) with:
- the document attached as a PDF — exactly what you see in the editor, and
- a link to a page where they can view and download it, and — for a proposal or contract — sign it by typing their name.
The document moves to Sent. When the customer opens the link it shows as viewed, and when they sign it moves to Signed: you get an email on your notification address, and the lead moves to In process unless you have already moved it further. Both show on the lead’s card and in the documents list.
Links stay valid for 90 days. Sending again (to correct something, or to another person) sends a fresh copy and a fresh link; a signed document stays signed.