Documents & Contracts

Documents & Contracts

Published on: 10/12/2024

Your Documents and Contracts give clear guidelines to customers on how your services work, any terms & conditions you have, and what to expect. We’ve made a few improvements to them so you can get the most out of every document created. Let’s check what to expect!

System Updates
Custom Value Linkage in Documents & Contracts

Custom Value Linkage in Documents & Contracts

Published on: 04/12/2024

Besides allowing you to set expectations and limits for your customers, Documents and Contracts give a professional feel to how you collect information. However, to save you the nuisance of having to check individual documents to access the information we’ve added the option to directly link text and date custom values in Documents and Contracts.

System Updates
Direct Invoice Payments After Document Signing

Direct Invoice Payments After Document Signing

Published on: 02/10/2024

Documents and Contracts allow you to outline any terms and conditions to your customers, ensuring everyone is on the same page when completing a purchase. With Direct Invoice Payments After Document Signing you can keep all steps within one place.

System Updates

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