DocFlite's Document builder allows you to create bespoke documents.
Have a look at the video to see the general overview;
Summary
Document Properties;
This is where you add Customer details, Job Details, Company Details, Brand Styles.
Messaging;
Here you can see if your customer has opened or clicked your email, as well as any further messaging. You could also 'See Clients Document' to see the same version of the document sent to your customer.
Attachments;
You can add attachments either on Template or individual documents.
Payment schedules;
For documents with costings, it is sometimes necessary to schedule payments.
Tags;
If you send multiple different document types this is a good way to add visibility
Heatmaps;
Watch videos to see how your users interact with your documents.
Click;
See at a glance if you document has been clicked
Document Owner;
For multi-user accounts, you can change who owns the document
Account Manager;
For multi-user accounts, you can select an Account Manager.