BriteBiz

Learn how to manage your auto expiry in SmartDoc Proposals and Contracts.

Auto Expire in SmartDocs

Learn how eSignatures are legally binding in your region.

Are eSignatures Legally Binding?

Learn how to get SmartDocs setup and running.

How do I activate SmartDocs on my account?

Learn how to add multiple images into a document in one line.

How Can I Add Multiple Images In One Line In A SmartDoc Proposal or Contract?

Switching from PandaDoc to SmartDocs is really easy, this article shows you how.

How Do I Change from PandaDoc to SmartDocs?

The short answer is yes - every contact in your account needs a unique email address.

If two people are signing a SmartDoc contract, do they need different email addresses?

What does this mean and what should you do?

A client tried to sign a SmartDoc and got a "Forbidden Error" notice?

You can always change a SmartDoc, even after it is sent.

How do I edit a SmartDoc that has been sent?

You need to turn this setting on in the template.

Why can I not see the product/service detail in my quote/contract?

How to add company signature to a SmartDoc

Counter-signing A SmartDoc

Eamon

SmartDocs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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