How to Use Documents and Contracts in the Mobile App
More Tutorials from the Community https://youtu.be/K5fVJdhOWxA https://youtu.be/0hm5Dh3INuQ Create and send out documents and contracts on the mobile app…
1 min read194 words8 explained imagesUpdated Mon, 1 Jul, 2024 at 1:18 PM
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More Tutorials from the Community (video 1)Open in a new tabMore Tutorials from the Community
Create and send out documents and contracts on the mobile app using your predefined templates!
NOTE: To start using documents and contracts on mobile, make sure that you save templates on the GHL Customer Care web platform, as mobile does not offer the provision to create a document from scratch just yet.
How It Works
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 1 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 1 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 2 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 2 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 3 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 3 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 4 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 4 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 5 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 5 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 6 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 6 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 7 of 8)What this shows Open the mobile app with your preferred subaccount selected.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". The text alongside this image reads: Open the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your….Image 7 of 8Where to goOpen the mobile app with your preferred subaccount selected. Head over to the left side navigation bar and tap on Documents and Contracts. You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates. Click on the floating "+" button on the bottom right of the screen to create a new contact. Add the contact(s) necessary for this document. Select the right document template to be sent out. Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required. Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
More Tutorials from the Community (image 8 of 8)What this shows Create and send out documents and contracts on the mobile app using your predefined templates!What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Documents and Contracts in the Mobile App". For context, this section explains: Create and send out documents and contracts on the mobile app using your predefined templates!Image 8 of 8All 8 steps in this procedure
Open the mobile app with your preferred subaccount selected.
Head over to the left side navigation bar and tap on Documents and Contracts.
You will see all of your draft and sent documents under the "All documents" section. Alternatively, you can switch to the "Templates" tab to view all of your saved document templates.
Click on the floating "+" button on the bottom right of the screen to create a new contact.
Add the contact(s) necessary for this document.
Select the right document template to be sent out.
Add items from the product catalog. This is an optional step and can be skipped if generating a quote or estimate is not required.
Review your document details. Once you have reviewed everything, you can send the document via email or by generating a unique link.
