Proposal Templates

The CRM’s Document and Contract Editor now supports custom fields, offering significant advantages for businesses. With floating text fields, users can personalize documents with greater flexibility and customization. This is essential for organizations that need accurate data collection while delivering a smooth document signing experience. Key Advantages: Effortless Integration: Quickly insert text fields within contracts and other documents. Adjustable Placement: Position text fields anywhere across the document with ease. Streamlined Assignment: Allocate text fields to particular individuals to ensure accuracy and optimize workflows. Using Custom Field Functionality Adding custom fields to your documents and contracts is simple. Follow these steps: Accessing the Custom Fields Option: Go to the “Payments” section in the left-hand navigation. Click “Documents & Contracts” in the top menu. Hit the “+New” button to either start a new document or modify an existing one. Inserting Text Fields: In the document builder, select the “+” icon. Choose the "Text Field" option from the list. Assigning Fields to Recipients: Click the Recipients icon. Choose the clients you want to assign each text field to. Preview and Modify: A preview will display the document with all text fields visible. Make any changes needed to confirm that the fields are positioned correctly and assigned properly. By following these steps, you can fully personalize lease agreements, contracts, and other documents, ensuring a smooth and accurate signing process. Use Case: Real Estate Firm Imagine a real estate firm handling multiple lease agreements for landlords and tenants. By leveraging custom field support, they can: Design a lease template with tailored text fields for individual details. Assign text fields specific to landlords (e.g., name, contact) and tenants (e.g., rent terms, payment details). Simplify the signing process by ensuring all relevant data is captured correctly and complies with legal requirements. Troubleshooting and Common Questions Q: Is it possible to move text fields after they’ve been assigned? A: Yes, text fields can still be moved after assignment. Always preview the document to make sure the fields are properly placed. Q: What if the recipient fills out an incorrect field? A: It’s easy to resolve errors like this in the CRM. Recipients can be asked to clear the field, which can then be reassigned or corrected. Q: How many text fields are allowed in a single document? A: There is no strict limit to the number of text fields. However, it's best to include only what’s necessary for clarity and smooth completion.

You can now offer ACH Direct Debit as a payment method for one-time invoices, Text2Pay links, and recurring invoices, including automatic payments. Important Details: ACH transfers usually take between 5-6 business days to complete. Until the bank confirms the payment, the status will remain as "processing." Availability and Costs: ACH Direct Debit is offered for Stripe accounts in certain countries. You can check availability by visiting Stripe's country listing section. Note that ACH Debit transaction fees may vary from standard card processing rates. Visit Stripe’s pricing page for up-to-date information. ACH Direct Debit Payment Process: Customer approval of payment terms is mandatory. Bank account verification is required prior to accepting payments. Transaction Settlement Time and Failure Issues: ACH transactions do not happen instantly and may take 4-5 business days for bank confirmation. Invoices paid via bank transfer will show a “Payment Processing” status, which will update to either "success" or "failed" after bank confirmation. Payment failures may happen because of issues like insufficient funds, incorrect account numbers, or the customer canceling debit authorization. Account Verification and Authorization Mandates: ACH Direct Debit requires customer consent via a mandate outlining the payment terms. This consent must be secured before collecting payments. Mandates appear on the payment page to streamline the payment process. Frequently Asked Questions (FAQs): Can users manually input bank details? No, manual entry isn’t supported. We use Financial Connections for secure and seamless data sharing. Will the US Bank Account option be available alongside Apple Pay and Google Pay? Yes, customers will have access to Cards, Apple Pay, Google Pay, and US Bank Accounts, depending on their region. How can I disable the US Bank Account payment option? Although it’s recommended to offer all payment methods for better conversions, you can disable the US Bank Account option by navigating to Payment Methods in the Stripe Dashboard. This update allows for greater flexibility and a more diverse payment experience for customers.

Generate New Document Templates Companies can now design templates for proposals and estimates, simplifying the process of sending documents. These templates can also be utilized in workflows to automatically send proposals using pre-established formats. Transform Documents into Templates Any document previously generated can be quickly transformed into a template using the "Convert to Template" feature. Users can assign a unique name to the template, retaining all the proposal or estimate data except for the recipient's details. Incorporating Signature Fields Users have the flexibility to include signature elements in templates, particularly if one of the signatories is a business user. This is especially useful when sending proposals that require signatures from both a business user and a client. Business templates can include a pre-assigned signature for the internal user, while the client's signature field is auto-allocated to the lead. Templates are accessible under the "Documents and Contracts" section, with options for swift template utilization. Choose a Workflow Action Users can configure the system to automatically send proposals or estimates based on specific triggers through the "Send Proposal/Estimate" action in workflows. By utilizing pre-designed templates, businesses can automate tasks such as sending documents when a contact's opportunity status changes or a tag is assigned. Access the "Automation" section within the CRM to create and customize workflows accordingly. Choose User and Template Settings The system will automatically apply the default or customized template set up in the proposal and estimate settings to send documents through workflows.