What are blocks in a document?
Once you have opted to create a document, you can use easy drag and drop elements to quickly build multiple documents (proposals, quotes, etc.). Blocks are individual drag and drop elements used for building the content of your document. You can add/remove as many as in a document.
Once you have added blocks to your document, you can populate them with appropriate data before publishing.
While creating a document, you can also perform the following actions by accessing their respective icons in the right action bar.
Edit Content within the Document
Comment on the document
Assign Recipients to the document
Reorder the sequence of signees within the document.
View Recent Activities
Edit Document Settings and set expiration date.
|Preview and Send|
You can perform the following actions to any completed document.
Once your proposal is complete, you can attach the document, check preview and send out an e-mail to your client.
P.S ( You can set an expiry date for your document and all stakeholders will be notified as shown above)