Agiled Docs Overview : Creating Contracts & Proposals in Agiled

Agiled has introduced a comprehensive and improved Docs experience based on user feedback and suggestions. This enhanced feature includes a wide range of improvements and new functionalities to streamline the creation of contracts and proposals. In this tutorial, we will provide a detailed overview of the new Docs experience and its features. Let's dive in and explore how it works.

Docs Overview:

The new Docs experience combines contracts and proposals into one easy-to-use interface called Docs. The drag-and-drop builder simplifies the design and creation process for your documents, making it more efficient and user-friendly.

Auto Save for Docs:

One of the most significant improvements is the auto-save feature, which ensures you never lose progress while working on a document. As you make changes, the builder will automatically save your work to prevent any accidental loss of data.

Doc Builder Overview:

2. The new builder comes with several features to enhance the document creation process:
3. Status: Displays the document's current status, whether it's a draft or sent.
4. Send: Allows for easy sending to recipients via email or unique links.
5. Template Selection: Access pre-built templates, or create and save your own for future use.
6. Manage Recipients: Add, remove, or edit recipients for the document.
7. Show Document: Provides a quick overview of the document's content and allows for easy navigation between pages.
8. Contract Value: Automatically calculates the contract value based on the pricing tables added to the document.

Widgets and Layouts:

The builder includes a variety of widgets to customize your documents. These include text headings, images, signatures, pricing tables, page breaks, input fields, text areas, and videos. The layout feature allows for easy creation of multi-column layouts, while merge tags enable you to insert recipient-specific information.

Pages:

The new Docs experience simplifies the management of pages within your document:

a. Add Cover Page: Easily add customizable cover pages to your document.

b. Duplicate Pages: Create a copy of an existing page with a single click.

c. Delete Pages: Remove unwanted pages from the document.

Merge Tags:

Merge tags allow you to insert dynamic content, such as client names or addresses, into the document. By using these tags, the information will automatically populate based on the recipient's details.

Managing Recipients:

The new experience enables adding multiple recipients for a single document, either from existing contacts or by quickly adding new ones. This feature allows for greater flexibility and ensures all relevant parties receive the document.

Signatures:

The improved Docs experience simplifies signature management:

a. Assign Signatures: Assign specific recipients to sign the document.

b. Add Your Signature: Easily add your own signature to the document by drawing or typing it.

Image Widget:

Images can be easily added and customized with various options:

a. Alignment: Adjust the alignment of the image within the document.

b. Sizing: Modify the width and height of the image.

c. Padding: Add space around the image to improve aesthetics.

d. Margin: Adjust the spacing between the image and surrounding elements.

Saving Doc as Template:

Save the document as a template for future use, making the process faster and more efficient for recurring contracts or proposals. The saved templates can be accessed and used when creating new documents.

Sending the Doc:

Send the document either via unique links or email, ensuring each recipient receives the appropriate version of the document. Unique links are generated for each recipient, maintaining privacy and security.

Client View and Signing:

Clients can view, navigate, sign, and submit the document with ease.

Downloading a Doc:

Once all signatures are complete, clients can download the signed document as a PDF or view it in their browser. This feature ensures they have a copy of the finalized contract or proposal for their records.

Signature Certificate:

In the PDF view of the signed document, a signature certificate is appended at the end. This certificate provides essential information, such as all parties' signatures, timestamps, and IP addresses. This information is crucial for legal purposes and lends credibility to the document.

Customizable Widgets:

Each widget in the new Docs experience offers a range of customization options, allowing users to tailor the document to their specific needs. As the platform evolves, more widgets will be added to enhance the document creation process further.

Comprehensive Support:

Agiled offers detailed support materials and videos related to the new Docs experience, ensuring users can fully leverage the platform's capabilities. These resources guide on using various widgets, layouts, and features to create the perfect contract or proposal.

Conclusion

In conclusion, the new Docs experience in Agiled is a comprehensive, user-friendly solution for creating and managing contracts and proposals. With its array of features, widgets, and customization options, businesses can streamline their document creation process and enhance their overall efficiency. The platform's continuous improvements, based on user feedback and suggestions, demonstrate a commitment to providing the best possible experience for its users.