SmartDocs is a fantastic feature that allows you to create and send beautiful eQuotes, eProposals and eContracts in seconds, and get them signed and paid by clients on PC, Mobile and Tablet.
Please watch the video below for detailed training on how to use SmartDocs.
Video 1 - Setting Up Smartdocs
9-Minute Video
Key Topics
0min 30sec - Email templates
2min 20sec - Create SmartDoc Template
5min 30sec - Choosing client signatures and countersigning.
7min 5sec - Auto Change Stage
7min 10sec - Auto-activate client portal
9min 0sec - Turning on/off notifications
Video 2 - Managing SmartDocs In A Booking
13-Minute Video
Key Topics
0min 15 sec - SmartDoc Stages
5min 45 sec - Paying a SmartDoc
6min 20sec - Signing a SmartDoc
7min 50sec - The Signed Contract & Certificate
7min 10sec - Auto-activate client portal
If adding graphics to your writer in SmartDocs, best to use width 730px for best rendering to PDF.
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