[Editor 2.0] Create and send documents
Create documents
- ★ [Editor 2.0] Page reordering
- Document bundling
- [Editor 2.0] Setting up your themes
- [Editor 2.0] Sharing documents with collaborators
- [Editor 2.0] Creating, sending, and tracking documents with the mobile app
- [Editor 2.0] Sharing templates and Content Library items
CPQ/Quotes
- Pricing table 2.0. Add and set your pricing table
- Pricing table 2.0. Optional items and editable quantity
- Pricing table 2.0. Discounts and taxes
- Import and export your catalog via CSV
- Pricing table 2.0. Group products under sections and display subscriptions or packages
- Pricing table 2.0. Pricing table formatting
Forms
- ★ [Editor 2.0] Create Forms
- ★ [Editor 2.0] Publish forms
- ★ [Editor 2.0] Collecting signatures with forms
- ★ [Editor 2.0] How documents signed from forms are stored
- [Editor 2.0] Pre-fill a form and capture events
- [Editor 2.0] Add and collect payments with Forms
Document Settings
- Transfer document ownership to another user
- [Editor 2.0] Protect documents with two-factor authentication
- [Editor 2.0] Automatically send PDF of a completed document
- [Editor 2.0] Signing order
- [Editor 2.0] Document and Signature forwarding
- [Editor 2.0] Auto reminders
Send and Sign
- [Editor 2.0] Contract negotiation
- [Editor 2.0] Presentation mode
- [Editor 2.0] In-person signing
- How to import Google contacts
- [Editor 2.0] Add and manage recipients
- [Editor 2.0] Send and sign a document