[Editor 2.0] Create and send documents

Create documents

• ★ [Editor 2.0] Page reordering
• [Editor 2.0] Creating, sending, and tracking documents with the mobile app
• [Editor 2.0] Sharing templates and Content Library items
• [Editor 2.0] Collect files field
• [Editor 2.0] Replacing a source file
• [Editor 2.0] Text field validation

See all 30 articles

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
• Pricing table 2.0. Group products under sections and display subscriptions or packages
• Pricing table 2.0. Pricing table formatting
• [Editor 2.0] Document value

See all 8 articles

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] Add and collect payments with Forms
• [Editor 2.0] Download a CSV of form responses

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

See all 9 articles

Send and Sign

• [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 
• [Editor 2.0] Saved messages
• [Editor 2.0] Share document link with your recipients

See all 19 articles