To create a document, you need to work through the four steps of the new document wizard.
To create your first document, in the menu click Documents > New Documents.
First you need to enter your customer’s details. You can either search for an existing customer, or add a new one.
Creating a new customer
As your type your customer’s name, if we don’t find that customer, you can click Add New Customer or Contact. You then need to specify if the name you entered is a company or a new contact of an existing company. If it’s a company, enter the primary contact’s details (first name, last name and email) and click Next. If the name is a contact, search for the company that the contact belongs to, and finish entering their details.
Using an existing customer
If the name you enter already exists, click the customer found in the list.
Give your new document a name, and click Next.
If you have the Autotask plugin enabled
The next step will show, allowing you to create a new Autotask opportunity from this document, or link to an opportunity that is existing in Autotask
Yes - create a new Autotask Opportunity
A popup window will appear when you can select the opportunity owner, stage, and the opportunity name (the name defaults to be the same as the document):
Link to an existing Autotask Opportunity
This will bring up a list of the opportunities that already exist against this account in Autotask
Clicking refresh will refresh the list of opportunities from Autotask
No - just create the document
This will allow you to create the document with no linking into Autotask. The document can always be synced as an opportunity later.
You can then select the template you want to use. Click a category on the left to show all the templates that belong to that category. Click on the template to select it.
Once you’ve selected a template, you’re shown all the pages in that template. You can then choose to include or not include a particular page by checking the tickbox at the top of each page. Here you can also change the order that the pages are in by dragging them around. Click Next when you are ready to move on.
On the left hand side, pages that either have prompts or pricing widgets that need to be completed are shown. Any pages that are read-only are not shown.
When a page is complete, the red exclamation mark turns into a green tick. All pages need to have a green tick before you can move ahead in the wizard.
If there is a pricing widget on the page, click the Pricing tab. This will allow you to add sections, and under each section add a service group or items. You can also specify whether to show the grand total for each section, or to have it hidden.
To see what is within each section, click the section tabs. To add a new section, click Add New Section.
When you are finished, click Return to Wizard and tick the option Page is Complete. Clicking Save Changes will take you to the next page that needs to be completed, and you can click Next to go to the Review stage of the wizard.
This is the review stage where you can see what your finalised document looks like. You can email this directly to your customer for them to review. Once the document has been emailed, it is changed to the status Sent.
On this step you can also view the document as a PDF, attach extra documents for your customer, or change the document is assigned to, or the status by clicking the More Options button.