On the right side of the screen, click Document Setup to expand the accordion view.

Next, choose an assigned staff member (if applicable) who will be responsible for tracking the status of the document.

You will be required to name the document template. Note that this name will be shown to the client when sent. You can also use the tick-box to toggle on or off the option to show the client name on the first page and the site address on the first page.

The status of the document template should remain in draft until you are ready to send it to an external party. The template will not be available to create a new document until the status is changed to published.

You can set an expiry date for the document by entering the number of days from the issue date you wish the document to become no longer available to the external party.

By ticking the countersign document option, the builder representative field will be included on the document. When digitally signed by the client, a digital signature of the user who sent the document will automatically be added to the signed PDF.

To preview the document template before sending, click Download Template PDF, and you will be redirected to a PDF version of the document.

You can add multiple attachments to your document by using the drag-and-drop feature or by clicking browse to select from your network drive. Attachments could be photos or the terms and conditions that you wish to send with your proposals.

If an estimate is linked to the document, you can select which specific details from the estimate you want to display to completely customise your proposal.

You can choose to include specifications in the document, and if the catalogue item from the estimate has an image uploaded, you can choose to display this image also.

If allowances are included in your estimate, you can choose to display them within the document.

In the categories and items section, you can fully customise what you want to display on your document. You can show your clients as much or as little detail relating to cost categories and items as you want. You can toggle items on and off and these changes will automatically display in the document preview.

A document can be linked to a request for payment. For example, a quote can be sent to the client and signed digitally, and then the client will automatically be directed to make online payment for any deposit owed.

By selecting Enable payment on signing, the document signer will be taken to your branded online payment portal, where the user can choose to pay via credit card. This option will only be available if you have created and linked a Stripe account to your JACK account. The signer can also choose to pay via direct bank transfer if you have added your bank account details in Settings > Company Details. (Stripe is a trusted and secure online payment platform that uses encryption to protect credit card information).

Give the payment a description, which will be shown to the client when viewing the invoice.

Enter the total payment amount payable, inclusive of tax, if you are registered for GST.

Select GST payable if applicable, and the GST amount and total payable amount will be displayed in the document.