Yes, the sender can see when a client has opened a document, without needing to contact the client directly. This information is visible only to the sender...

To can restore a previous revision of a document. Steps to restore a revision Open the document. At the top, you'll see the revision icon. Cli...

Yes, a single document can use as many fonts as you like. A font applies only to the text you select, so one paragraph can use one font and the next paragra...

Yes. When you are working in the editor and delete something by mistake, you can undo it using the keyboard. 1. How to Undo a Change Use this any time y...

Yes. You can see who has edited the document and when the last edit was made from the document's Activity. Once the document has been sent, Activity als...

Yes, you can test merge tags before sending the document by using Preview. If your document contains merge tags, such as the client name and the document ow...

We can mark a document status to Won/lost/expired/shared manually. How to Manually Mark a Document as Won Go to the Documents module. Open the Documents...

If a document is in the signature process, you can cancel the signature by using Force Cancel Signature. This cancels the signature process for the document...

You can enable the Document Amount Summary from the Payments option in the editor. It shows the combined summary of all the quote blocks in your document in...

To add a cover image, use the Cover Image option at the top of the editor. Choose your image, switch it to full page, and set it as the cover. The image the...