Documents & Contracts

Simplify Document Creation by Using Templates for Quick Sharing Drafting documents and contracts that meet legal standards can be a complex task. However, you can streamline the process by utilizing pre-made templates rather than starting from scratch. In this guide, you'll learn how to easily share templates between sub-accounts, saving time for you and your team. Step 1: Access the Template Section Start by going to the Documents & Contracts area under the Payments tab in the sub-account where the template is located.  Step 2: Initiate the Template Sharing Process Click the three vertical dots icon and choose Share from the available options.  Step 3: Select Destination and Complete Sharing A menu will appear, allowing you to choose the sub-account to share the template with. After selecting the appropriate destination, click Share.   Final Step: Confirm Successful Transfer Once shared, the template's text, layout, and media assets will automatically copy over to the designated sub-account. You are now ready to transfer templates effortlessly, reducing workload for both you and your clients.

You can modify the emails related to your Documents and Contracts to perfectly reflect your brand, whether you want a more formal or informal communication style. This ensures that your messages remain consistent with your company’s identity. To start, go to the Preferences area in the Documents & Contracts section. Within this section, there are three key areas for configuration: Client Alerts Internal Team Alerts Invoice Management Client Alerts 1. Set Up Email Sender: Enter the name and email address that will appear in all customer-facing communications. 2. Notification for Document Submission: Activate this feature to send a notification to the customer when a document is received. Select Template: Choose which template to use when notifying the customer. Email Subject: Write a concise subject for the email. 3. Notification for Signed Documents: Enable this option to inform the customer once a document has been signed. Select Template: Pick the email template for this notification. Email Subject: Create a short, relevant subject line for the signed document notice. Internal Team Alerts When turned on, notifications will automatically be sent to the internal user handling the document or proposal. This ensures the team stays informed and improves collaboration. Override Email Details: Enter the name and email address for sending internal team notifications. Notification for Signed Documents: Activate this to notify team members when a document is signed. Choose Template: Select the template that will be used for the internal notification. Email Subject: Provide a clear and concise subject for the internal email. Invoice Management This feature allows users to create and send invoices efficiently. Once enabled, an invoice will be generated and sent to the client after the document’s completion. The default setting does not send the invoice, but simply generates it for later use.  Additional Customization Enhance your emails by adding personalized fields like links, customer-specific data, or total amounts. This makes your communication more engaging and tailored to the recipient. Head to the Template section and design a new email template. Insert a Text Element, click on the Custom Value icon, and choose "Proposal" from the dropdown list.                                                                                                                                     Don’t forget to save your template once all adjustments are made!

Documents and contracts are essential tools for setting clear and transparent expectations between you and your clients. They help ensure both parties are on the same page and provide an accessible way to outline terms. For products that require recurring payments and may have unique terms, using documents and contracts can simplify the process and make everything more efficient. With this approach, you can manage both invoicing and contracts in one location, keeping all the necessary details neatly organized. This reduces confusion, enhances communication, and helps maintain a smooth process between you and your clients. How to Begin: Head to the "Documents" section within the Payments tab and create a new document by clicking "New." After creating the document, click the "+" symbol to insert the Product List element. You can now add the items you want, including both one-time and recurring products in the same element. Setting It Up: After listing the products, click on any of the recurring products to open a menu on the right-hand side where you can define the invoicing frequency. If there's a setup fee associated with the product, it will be displayed separately. And that’s it! You’ve now successfully added recurring products to your documents and contracts. This tool can be used for various purposes, including waivers for subscription deposits, setting service terms, and more. It helps ensure clients understand any additional terms, minimizing potential disputes and keeping everything well-organized. Key Points to Remember: If both one-time and recurring products are on the same list, the one-time product will not result in a recurring charge for your clients. You can also set the start date for recurring payments based on when the document is completed.

In this guide, we explore how to create proposals and estimates within the Payments module. This feature enables users to design comprehensive service outlines or generate simple cost summaries. The document builder supports various media formats such as text, images, videos, and tables, along with digital signature capabilities and document management tools, making it an all-in-one solution for professional communication. Within the Overview section, users can access and manage all proposals and estimates from a centralized location.  Filter Options for Proposals and Estimates To streamline your workflow, you can filter proposals and estimates by specifying a Date Range. This filter helps refine the list to show only the documents created or modified within the selected time frame.  Document List Breakdown Here is what you can expect to find in the proposal and estimate list view: Title: Displays the names of your proposals and estimates. Status: View the current status—whether it's a draft, awaiting approval, or completed. Customer: See the clients or contacts associated with each document. Date Modified: Shows the last updated date and time for each proposal or estimate.  Managing Documents via Action Menu The Action Menu allows users to perform the following operations on proposals and estimates: Edit: Modify the document's content, format, or other details. Clone: Create a duplicate of the document, useful for recurring tasks or templates. Delete: Permanently remove a document from the system, subject to user permissions. Mark as Completed: Finalize the document to indicate that no further action is required.  Simplified Estimate Document An estimate provides potential clients with a basic understanding of the projected costs for a service or project. It doesn't require an in-depth breakdown of tasks or processes, only an approximation of the total expenses for the job or task at hand. How to Create an Estimate To begin creating an estimate, simply click the “+Add” button and choose the “Estimate” option from the menu. Detailed Proposal Document A proposal, on the other hand, is a comprehensive document aimed at persuading potential clients to select a particular service or product. It outlines the client's specific problem or need, followed by a thorough solution, including the steps involved, timeline, terms and conditions, and an estimated cost for the project. How to Create a Proposal Start creating a proposal by clicking the “+Add” button and selecting the “Proposal” option.  Editor’s Page Once you choose the "Estimate" or "Proposal" option, you'll be directed to the Editor's page where you can begin constructing your document. Adding Elements You can start by dragging and dropping different elements into the gray workspace.  Customizing Text Elements When you add a Text element, a heading is automatically generated. You can customize the text using the tools provided, such as formatting paragraphs, creating bulleted lists, and adjusting font styles, sizes, and colors. Text alignment, line height, and custom values can also be applied to style your content effectively. Text Properties Click on the filter button to access the right sidebar, which allows you to adjust several key properties: Background Color: Choose a background color to enhance readability by contrasting with the text. Margins: Adjust the margins around the text to control spacing. You can set different values for the top, right, bottom, and left margins to modify how the text appears in relation to other content. Padding: Padding creates space between the text and its container's border, allowing for additional visual effects, such as making the text appear as part of a button or label.  Inserting and Customizing Image Elements For a professional look in your document, images can be inserted either from the built-in Media Library or via a publicly accessible image URL. Image Properties To adjust image settings, click the Filter button to open the right sidebar, where various customization options are available: Image URL: This is where you provide the direct link to the image file you want to embed. The URL must point to the actual image, either hosted online or stored in the Media Library. Alignment: Adjust the position of the image within your document. You can choose to align it to the left, center, or right, depending on your layout preferences. Proper alignment ensures the image integrates smoothly with other content for optimal visual flow. Image Effects: You have the option to switch between Full Color or Black and White filters. These effects can be used to enhance the visual appeal of your document or to highlight certain aspects of the image. Background Color: Set a background color behind the image to create contrast or a framing effect. This is especially useful if the image has transparent areas or you want the background to match the document's theme. Height & Width: These settings let you define the size of the image. Adjusting the height and width ensures the image fits appropriately within the document, maintaining balance with the surrounding elements. Margins: Margins allow you to control the space around the image. You can set custom values for the top, right, bottom, and left margins to position the image more precisely. Padding: Padding refers to the space between the image and its container's border. By adjusting the padding, you can create effects such as making the image appear inside a button or label. Embedding Video Elements To improve communication with potential clients, videos can be embedded directly into your document. Video Properties Access the Filter button on the right sidebar to adjust the video settings: Video URL: Enter the direct link to the video you want to embed. The video will be playable within the document. Supported platforms include YouTube, Vimeo, Wistia, and Vidyard. Background Color: You can customize the background color displayed behind the video. A hexadecimal color code (e.g., #ffffff for white) can be used to match the background to the document's theme or create a desired visual effect. Height & Width: Specify the video’s dimensions by setting its height and width in pixels (px). This ensures that the video fits well within the document’s layout. Margin: Control the space around the video by adjusting the margins. You can set individual values for the top, right, bottom, and left margins to position the video appropriately within the document. Inserting and Customizing Table Elements Tables are a useful way to organize and structure data within your document. Table Properties To modify table settings, click the Filter button and adjust the following properties: Add Row Above/Below: Insert a new row directly above or below the currently selected row. Add Column Before/After: Insert a new column to the left or right of the selected column. Toggle Header Row/Cell: Enable or disable the top row or a selected cell as a header. Headers are visually distinct from other table cells for easier data organization. Delete Row/Column: Remove the selected row or column from the table. Merge/Split Cells: Merge multiple cells into one or split a merged cell back into individual cells, allowing for custom layouts within the table. Background & Border Color: Set the background or border color for specific cells, rows, or the entire table. This helps improve visual clarity and presentation. Margin: Adjust the space around the table by setting different margin values for the top, right, bottom, and left sides. This enables you to center or align the table according to your document’s layout. Product List Element The product list feature allows you to present a list of services or products and apply taxes and discounts for better cost transparency. Customizing Product List Properties To adjust the product list settings, click the Filter button in the right sidebar. Creating a New Product or Service You can add new products or services to the list by filling out the following fields: Product Name: The unique name for the product or service. Product Type: The category or type of the product. Price Name: A label for the pricing option. Amount: The cost of the product or service. Save for Later Use: Check this option to save the product for future use in other documents, making it easy to access the same product again. The Subtotal field automatically calculates the total cost of all listed items before taxes or discounts are applied. Applying Discounts You can apply discounts in two ways: Custom Amount: Manually enter a specific dollar amount to reduce the subtotal. For example, offer a $50 discount. Percentage: Use a percentage to lower the subtotal. You can type in a percentage or use the slider, with the percentage ranging from 0 to 100%. This is useful for seasonal promotions or percentage-based discounts, such as offering 10% off. Final Amount Due The Amount Due field reflects the final total after applying any discounts or additional charges. Background Color: Set a background color to highlight the amount, ensuring it stands out in the document. Margins: Adjust the margins around the total for better layout control. You can set different values for the top, right, bottom, and left margins to fit the design of your document. Page Break Element To enhance the readability of your PDF documents, you can insert page breaks, ensuring a cleaner layout. Action Menu Page Properties: Clicking here will allow you to adjust the background color for any new page you have added. Duplicate Page: You can create an exact copy of the current page by selecting this option, automatically adding a new, identical page to your document. Signature Element The signature element is a crucial part of formalizing agreements in your proposal or estimate documents. It supports digital signatures, speeding up the process of closing deals and reducing the need for physical paperwork. Signature Properties Access the Filter button to view and modify signature properties: To Be Signed By: This setting lets you assign who is required to sign the document, whether it's a client, a company representative, or another relevant party. Placeholder: This option visually indicates where the signature should go, ensuring the document layout remains clear and organized for the signer. Signature: This is the designated area for the digital signature. It can accommodate various signature types, including drawn signatures or typed authentication. Align: Control the alignment of the signature field within the document. Proper alignment ensures that the signature fits neatly within the document's design, maintaining professionalism and readability. Viewing Pages You can easily view and manage all the pages you have created within your document. This section offers a clear overview of the entire document structure, making navigation between pages simple and efficient. Document Variables Document variables serve as placeholders that dynamically replace predefined values when a document is executed. They provide flexibility and are essential for automating processes or creating templates. Creating and Searching for Variables You can either search for an existing variable or create a new one by clicking the + button. When adding a new variable, you’ll need to provide the following: Variable Name: A unique identifier for the variable within the document. Ensure the name follows any specific naming conventions, such as avoiding spaces or special characters. Variable Value: The content or data that will replace the variable when the document is generated. This can be a number, text, date, or another data type depending on what the variable represents. Document Creation Date: Displays the date the document was originally created. Document Reference Number: A reference number that uniquely identifies the document for easy tracking. Adding Recipients Adding recipients is a crucial step in managing and tracking documents. You can search for contacts directly from your CRM and easily add them to the document for execution.

Advantages of Multi-User Signature Functionality Our CRM's new multi-recipient signature feature offers several significant advantages: Streamlined Document Signing: You can now assign different signature fields to multiple individuals within a single document, simplifying the process and saving time. Personalized Signing Links: Every recipient is provided with a distinct link, guaranteeing that they sign the appropriate part of the document accurately and efficiently. Enhanced Tracking: Strengthen the security and traceability of documents by logging essential details such as IP addresses, geographic location, and the exact date and time each signature is completed. How to Use Multi-User Signature Support: A Step-by-Step Guide To maximize this feature, follow the instructions below: Step 1: Assign Signature Roles Identify who in the document needs to sign, and assign them specific signature roles. Some recipients will sign, while others may be added as CC recipients for information purposes.  Step 2: Designating the Primary Recipient The first person you add to the document is labeled the Primary Recipient. Fields unique to this recipient are automatically populated. Additionally, once everyone involved has signed, an invoice is generated specifically for the primary recipient.   Step 3: Distribute Signature Links Both the business sender and all designated signers will receive unique links, allowing them to securely sign their portion of the document. Step 4: Document Tracking and Certification Once the signing process is complete, a PDF of the fully signed document is generated. A signature certificate is also created, which includes essential details such as the IP addresses, signing locations, and timestamps for all participants. Troubleshooting and Frequently Asked Questions Issue: A recipient didn’t get their signing link Confirm that the email address entered is correct. If it is, resend the link and have the recipient check their spam folder. Question: Can I switch the primary recipient after sending the document? No, once the document has been sent, the primary recipient cannot be altered. Double-check before sending to ensure accuracy. Question: How secure are the signature links? Each signing link is encrypted and uniquely generated for its respective recipient, ensuring a secure and private signing experience.

Key Advantages of Sharing Proposals and Estimates Through Links Before diving into the step-by-step instructions, let's explore the main reasons why sharing proposals and estimates via links is beneficial: Greater Flexibility in Document Distribution: With custom links, you can easily share your proposals and estimates through various platforms such as SMS or social media, offering a flexible and accessible solution for document sharing. Customizable Links for Individual Recipients: You can generate unique links for each recipient, ensuring that the correct person receives the right document, enhancing security and accuracy. Simplified Document Monitoring: Once sent, documents are automatically marked as "Dispatched" and can be tracked under the "Awaiting Others" tab, making it easier to monitor their progress and ensure smooth collaboration. Step-by-Step Instructions for Sharing Proposals and Estimates Accessing Your Documents: 1. Log in to your CRM system. 2. Locate the specific proposal or estimate that you want to share. How to Share Using a Link: 1. Inside the document, find and click the “Share via Link” button.  2. Generate a custom link for the document, which can then be shared through any communication method, such as SMS or social media. Creating Tailored Links for Multiple Recipients: If the document needs to be shared with several people, create a unique link for each recipient. This ensures that each individual receives a personalized and secure link to the document. Managing and Tracking Shared Documents: Once a document has been shared, it is automatically flagged as "Dispatched." You can find these documents in the "Awaiting Others" tab and also within the list view. This makes it easy to monitor document status and facilitates collaboration with both team members and clients. Practical Applications and Scenarios For example, if you've just completed a detailed project proposal that needs to be sent to multiple stakeholders, you can avoid large email attachments by generating unique links for each person. These links can be shared through SMS or social media, making it easier for everyone to access the document. Additionally, you can track who has viewed the proposal, ensuring accountability and timely reviews. Frequently Asked Questions and Troubleshooting Tips What if the recipient says they didn’t receive the link? Double-check the link’s accuracy and resend it if necessary. You can also suggest that the recipient look in their spam or junk folder. Can I cancel access to a document after sharing it? Yes, you can manage and revoke access to any shared document at any time via your CRM’s document management settings.

Once a potential lead accepts or signs a proposal or estimate, businesses can have an invoice automatically generated. This invoice will mirror the details of the proposal or estimate, including all line items, taxes, and discounts applied to the product list. Users can then review the invoice, make any necessary changes, and send it to the client for payment using the "View Invoice" feature in the Finalized list view. However, if the proposal or estimate lacks any product line items, no invoice will be created. For documents with multiple product list sections, a combined invoice covering all the line items and discounts will be generated. Enabling Automatic Invoice Generation To start setting up automatic invoice creation, go to the "Settings" in the Payment category under the "Document & Contract" section. Product Invoicing Settings In the "Product Invoicing" section, you can toggle on the setting to automatically send the invoice to the customer for payment once the document is finalized. If toggled off, the invoice will only be generated in draft form, requiring manual approval before being sent to the client.

The first task in generating documents or contracts is to design a template within the CRM. This guide will walk you through the setup of a customizable template that can be used repeatedly for various clients and projects. Step-by-Step Guide 1. Accessing the Templates Section: Begin by selecting the 'Payments' option in the left-hand menu within your sub-account dashboard. Under this, click on the 'Documents & Contracts' section and select 'Templates' to continue. 2. Creating a New Template: Click the 'New' button to start a blank template. Assign a name like "Master Template" to ensure it's easily identifiable for future use. 3. Customizing Your Template: Adding Your Branding: Insert your logo or an icon at the top of the document. Adjust the dimensions and color scheme to align with your company’s brand. Inserting Contract Text: Copy and paste your pre-prepared contract text into the template. Ensure that this text has been legally reviewed for accuracy. Listing Products and Services: Add a detailed breakdown of the products or services you offer, alongside their pricing. This promotes transparency and helps avoid misunderstandings. Including Electronic Signature Acknowledgement: Insert a section before the signature block to confirm the acceptance of electronic signatures. This adds formality and ensures everyone understands the digital signing process. Setting Up Signatures in Your Template If your document requires more than one signature, it’s essential to arrange signature fields correctly. This section outlines the procedure for adding individual and multiple signature blocks. Detailed Instructions 1. Inserting Signature Fields: Drag and drop two signature placeholders into your template from the elements menu—one for your client and another for your company. Label them as "Client Signature" and "Company Signature" accordingly. 2. Assigning Signatures: Choose yourself as the signer for the company field, entering your email address. Leave the client’s signature unassigned so it can be completed when the document is customized for each specific client. 3. Adding Multiple Client Signatures: If additional client signatures are required, insert another signature field and label it with the individual’s name or role, such as "Bob’s Signature." Selecting the checkbox will automatically display the signer’s name above the field. 4. Inserting Date Blocks: The Date Element allows you to specify key dates in the document, such as the project start date or the signature date. You can also set restrictions to ensure the date reflects only today or a specific time frame (e.g., past or future dates). Using Your Template for a Client Once your template is built, the next step is to tailor it for a particular client. This section covers how to use your template to generate client-specific documents or contracts. Detailed Process 1. Generating a New Document: Click the 'Use Template' button in the top right-hand corner to create a new document based on your template for a specific client. 2. Adding Recipients: Click on the people icon to include primary and secondary recipients. Ensure that you assign the correct signature placeholders to each client. 3. Client-Specific Customization: Before sending the document for signatures, adjust the product list, pricing, and any other client-specific information as needed. Troubleshooting and FAQs Q: What if more than two client signatures are needed? A: You can add extra signature fields by clicking on 'Add more recipients' and labeling each block with the respective client's name or role. Q: How can I ensure my template is legally binding? A: Make sure the contract text is reviewed by a legal professional and include an electronic signature acknowledgment in your template.

The initials feature within document workflows is built to facilitate comprehensive reviews and confirm acknowledgment across all pages of a multi-page PDF, streamlining the process for both creators and signers. By incorporating this tool into your templates, you can boost security, simplify review procedures, and guarantee that all parties acknowledge each section of a document. Key Functionalities Easy Placement of Initials: Editors can effortlessly drag and drop the initials field onto any desired page, ensuring that signers can confirm their review. Customizable Signer Options: Signers can either type or draw their initials, offering flexibility and convenience for every user. Why Incorporate Initials? This feature provides significant benefits for managing documents and contracts by: Ensuring Complete Review: Requiring initials on every page guarantees that signers have reviewed the document thoroughly. Improving User Experience: The drag-and-drop feature for editors, combined with flexible input methods for signers, simplifies the document signing process. Instructions for Using the Initials Feature For Editors 1. Access the Editing Toolbar: Navigate to the side panel in the document editor. 2. Place the Initials Field: Drag the initials tool and drop it onto the desired page within the document. 3. Assign the Field to Recipients: Link the initials box to the correct person required to sign. 4. Adjust the Placement as Needed: Modify the field position or size if necessary. For Signers 1. Open the Document for Signing: Follow the link in your email to begin completing the required fields in the document.  2. Find the Initials Field: Identify and click on the initials box in the document. 3. Enter Your Initials: Type or draw your initials, or edit the pre-filled text if required. 4. Confirm Your Action: Press the “Accept” button to finalize your initials.   Frequently Asked Questions Q: Is it possible to place initials on multiple pages simultaneously? No, initials need to be manually added to each page to ensure precise placement and assignment to the correct signer. Q: Can a signer change their initials after confirming? After initials are accepted, they are locked to preserve the integrity of the document. Any required changes would necessitate a revision and re-submission of the document. Troubleshooting Guide Initials Field Not Visible: Verify that the initials field has been correctly assigned to the right recipient. Double-check the document settings and reassign if necessary. Signer Unable to Draw Initials: Ensure that the signer's device supports drawing input. If not, the typing option can be used as an alternative. Initials Not Saving Properly: Make sure the signer clicks “Accept” after entering their initials. If the problem persists, refresh the document and try again.

Clear communication through Documents and Contracts is essential in maintaining transparency and setting expectations between you and your clients. These documents outline both parties' responsibilities and ensure everyone understands their obligations, so it’s vital to make sure they are thoroughly read. To increase the likelihood that your clients will read these documents, personalizing the subject line of your emails can be highly effective. A customized subject line not only catches attention but also conveys the importance of the document being shared. Customizing Email Subject Lines To begin, navigate to the Documents section within the Payments area. Ensure you’re viewing the All Documents & Contracts section, and access the Settings option. Within the settings, you can modify the email subject lines based on the intended recipient. Customer Notifications These notifications are sent directly to your clients. The first email is mandatory, as it is used to send the Document or Contract. A follow-up notification is optional and can be sent once the document is signed, though you have the option to disable this if not needed. Team Notifications These are internal alerts sent to you and your team members, primarily after a Document or Contract is signed. Since they are for internal use, they are fully optional and can be turned off if unnecessary. After choosing the appropriate notification, scroll down to the Email Subject section. You can replace the default subject with your personalized version, and this new subject will be applied each time the email is sent, even if a template with a pre-set subject line is used. Once you're satisfied with your changes, click Save, and you're all set! Now, you’ve taken steps to ensure your emails stand out and your clients are more likely to engage with the important Documents or Contracts you send!

Build a New Template Businesses can now generate custom templates for proposals and estimates, streamlining the process of sending documents. This functionality also allows these templates to be automatically utilized in workflows, ensuring that sending documents is both quick and efficient. Convert Documents to Templates Any previously created document can be transformed into a reusable template through the "Convert to Template" feature. Users simply need to assign a suitable name for future reference. These templates will store all details from your proposal or estimate except for recipient-specific information. Adding Signature Fields Templates allow users to include signature fields for business representatives who are part of the proposal or estimate approval process. This feature makes it easier to send documents that require both the business user's and potential client's signatures. For example, businesses can create templates where one signature is reserved for the business user and the other for the client, streamlining the approval process. Templates will be easily accessible on the "Templates" page under "Documents and Contracts," where quick actions are available for immediate use. Configuring Workflow Actions Within the CRM’s automation section, users can set up workflows to automatically send out proposals or estimates based on specific triggers, such as a change in opportunity status or the addition of a tag to a contact. By configuring the "Send Proposal/Estimate" action, users can automatically send these documents using the pre-defined templates they’ve created. Selecting Users and Templates in Workflows Once a default or custom template has been set within the proposal and estimate settings, it will be automatically applied in workflows to send documents without manual intervention.

The currency selection tool is an important update designed to simplify the process of handling international payments. It allows businesses to accept payments in their client’s local currency, addressing challenges with cross-border transactions and simplifying the invoicing process for global clients. Key Advantages: Adaptable Global Payments: Easily send contracts and documents in the currency that best suits your client, making global transactions hassle-free. Streamlined Invoicing Process: Effortlessly choose the relevant currency when adding items to your document, ensuring precision in the invoicing process. Enhanced Client Convenience: Offering clients the option to pay in their preferred currency improves the overall transaction experience. Step-by-Step Instructions for Using Currency Selection To maximize the benefits of this feature, follow these steps: Accessing the Currency Feature: 1. On the left-hand side, select the Payments tab from the menu. 2. From the top menu, go to Documents & Contracts > All Documents & Contracts. 3. Choose + New to create a new document or select an existing one to modify.  Adding Product Information: 1. In the document editor, insert the Product List feature where you want to display the items in your proposal or invoice.   Selecting a Currency: 1. Click the Add an Item button inside the Product List section. 2. A dropdown menu will appear, allowing you to choose the required currency.  Completing the Document: Once you've added all items and selected the currency, the chosen currency (e.g., USD$) will appear in the document for clarity, making sure the amount is clear for the client. Frequently Asked Questions Q: What if the currency I need isn’t listed? A: Our CRM platform is regularly updated with new currencies based on user feedback and market trends. If the currency you need is not available, please contact support for assistance. Q: Can I change the currency after sending a document? A: To maintain transaction accuracy, the currency cannot be changed once a document has been sent. However, you can always create a new document with the correct currency if required.