Guides

How to Generate Document and Send to Customer

Watch the guided demo below to learn how to generate a document and send it to your customer for signature.

You can also follow the same steps using the written guide below.

Step 1: Generate a Document

  1. Open a record that contains a document section (for example, a Quote record).
  2. In the Document Generator section, select New Document.
  3. Choose one of the following options:
Use Template

Use this option to generate a document from existing files.

  1. Upload one or more PDF files. Multiple files are merged into a single document.
  2. (Optional) Add additional terms for users to accept when they are signing the document. These appear alongside the Accept terms checkbox in the signature panel.
  3. Enter a document name.
  4. Specify the file name prefix. This text will be added to the start of the generated file.
  5. Select the destination field either Attachments or Signed PDF. The signed document is stored in the selected field.
  6. Select Generate Document Packet.
Upload Documents

Use this option to generate a document from a predefined template.

  1. Select a template.
  2. Select the destination field either Attachments or Signed PDF. The signed document is stored in the selected field.
  3. Choose one of the following:
    1. Generate to create the document without modification
    2. Generate then Edit to review and modify the document before finalising.
  1. After generating the document, it will appear in the Document Generator section with the status Ready for Signature.

Step 2: Request a Signature

  1. Do one of the following:
    1. Click Sign Now to sign the document immediately.
    2. Click Get Link to copy the e-signature link and share it with your customer.
    3. Click Send Email to request a signature via email.
  2. If you choose Send Email:
    1. In the document preview, select Send for Signature.
    2. Enter the recipient and select an email template. Edit the email content if needed.
    3. Click Send Email.
    4. After sending, you will have a short delay where you can undo the email if needed.
  3. After the document is signed, the signed date and file are available in the Document Generator section.
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Tips

You may need to scroll horizontally in the table to view the full signed document details.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.

Updated 12 days ago