Utilise Your Document Library
Your document library contains documents which are ready to be instantly sent to a customer, with optional e-signature.
Go to Sales -> Documents and press 'Add Document'. This will allow you to upload a PDF file along with a name and description for it.
Assigning documents to a group lets you easily send a group of documents all at once.
You can also send documents from your library alongside invoices.
Related Documentation
Feature Fast Track
- Add Pages To Your Navigation Menu
- Add Your Products
- Analysing Multiple Vehicles For Purchase
- Automate Follow-Up Emails
- Creating Templates to Automate Social Media
- Edit an Invoice Date/Date Of Supply
- Manage Vehicle Jobs & Tasks
- OCR (Automatic Invoice Reader)
- Organise Processes with Workflows
- Organise Vehicle Tasks with Checklists
- Setting Up Your AA Cars Feed
- Setting Up Your AutoTrader Feed
- Setting Up Your Car & Classic Feed
- Setting Up Your CarGurus Feed
- Setting Up Your CarWow Feed
- Setting Up Your MOTORS Feed
- Start a Blog on Your Website
- Utilise Your Document Library
- Utilise Your Image Library
- Vehicle Statuses