Help articles on Docs feature to help you create contracts and proposals.
29 articles in this category
Introduction In this tutorial, we'll show you how to use merge tags in Agiled Docs to personalize your contracts or proposals with client data from the CRM. Mer
Introduction: In this tutorial, we will guide you through how your clients can sign the documents you sent them using Agiled. Signing documents in Agiled is a s
Agiled has introduced a comprehensive and improved Docs experience based on user feedback and suggestions. This enhanced feature includes a wide range of improv
Introduction Agiled Docs offers a variety of layout options to help you create professional and visually appealing documents. In this tutorial, we'll explore th
Introduction In this tutorial, we will demonstrate how to use input fields in Agiled docs. Input fields can collect information from your recipients, such as th
Introduction In this tutorial, we'll show you how to download a contract or proposal you created in Agiled as a PDF file. We'll also be able to show how your cl
Introduction: In this tutorial, we will show you how to add and customize a cover page for your documents, proposals, or contracts in Agiled Docs. Cover pages c
Introduction Automations in Agiled can significantly simplify and streamline your workflow by automatically triggering actions based on specific events. Whether
Introduction: In this tutorial, we will show you how to send a document you created in Agiled to your clients or contacts. There are two ways to send a document
Introduction Agiled's Automation feature allows you to automate tasks, such as sending a thank-you email when a client pays an invoice. This guide will walk you
Introduction: In this tutorial, we will show you how to send a document you created in Agiled to your clients or contacts. There are two ways to send a document
Introduction: This documentation will guide you through the process of pausing and activating an automation in Agiled. 1. Navigating to Automations Page: - Go t
Introduction: This tutorial will show you how to add and customize a cover page for your documents, proposals, or contracts in Agiled Docs. Cover pages can help
Introduction In this video, we'll show you how to use the Initials Widget in Agiled Docs for contracts and proposals. The Initials Widget allows you to capture
Introduction This tutorial will demonstrate how to add a pricing table to your Agiled contracts and proposals. The pricing table is a useful feature that allows
Introduction: In this tutorial, we will guide you through how your clients can sign the documents you sent them using Agiled. Signing documents in Agiled is a s
Introduction A secure and efficient signing process is essential for any organization dealing with contracts, agreements, or documents requiring signatures. Agi
Introduction: This tutorial will show you how to apply a saved template when creating a document, contract, or proposal in Agiled. This feature allows you to st
Introduction: This tutorial will demonstrate how to self-sign a document in Agiled. This feature allows you to add your signature to a contract or proposal, pro
Introduction Agiled is a versatile platform that allows you to create and manage contracts, proposals, and other documents. This guide will walk you through cre
Here is a video tutorial on saving doc as a template. Introduction: This tutorial will show you how to save a document as a template in Agiled Docs. This featu
Introduction: In this tutorial, we will guide you through deleting unwanted pages from your documents in Agiled Docs. This can help you keep your contracts, pro
Introduction Agiled allows you to share an event type with your audience, clients, contacts, or leads so that they can book a meeting with you. You can share th
Introduction In this tutorial, we'll show you how to add a date widget to your Agiled documents, allowing recipients to select a date when they sign the documen
Introduction: This tutorial will show you how to duplicate a page in Agiled Docs. This can be useful when you want to create a similar page with minor changes o
Sure, based on the provided transcript, I'll create the documentation for creating a questionnaire using the Agiled app. --- Creating a Questionnaire Using Agil
Introduction: This tutorial will show you how to manage recipients in Agiled Docs. You are not limited to just one recipient for your contracts or proposals. Th
Introduction In this guide, we will demonstrate how to add a select field or dropdown to your contracts or proposals in Agiled. By incorporating select fields,
Introduction In this tutorial, we'll show you how to use the image widget in Agiled Docs to add images to your contracts or proposals. We'll also explore the di