Documents, Proposals & Document Signing
Create fast proposals, send your own custom documents for digital signing
6 articles
Create a document with online payment enabledSend documents for signing with a payment function enabled so once your client has signed, they will be prompted to make payment
Online document signing - customer has signed manuallyIf your client has signed the document on a hard copy the document can be set as 'manually signed' and you can easily attach the signed copy
Edit email content sent to the recipient when a document is sentCustomise the email message that is sent out when a document is sent for signing.
Sending documents to suppliers, contractors, and clientsJACK makes you more organised by storing all your documents in the one place
Enabling online payment relating to a document - adding a Xero contact
Add attachments to documents