Features

Features articles from Agiled Help Center

122 articles in this category

CRM

35 articles

Docs

29 articles

Finance

13 articles

HRM

15 articles

Project Management

19 articles

Scheduling

5 articles

Subscriptions

1 article

Support Toolkit

5 articles

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Finance

Converting Estimate To Invoice

How to convert an estimate to an invoice? Converting an estimate to invoice manually can be exhausting. Agiled gives you ability to instantly convert your estim

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9/15/2026

Docs

Adding and Customizing a Cover Page in Agiled Docs

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

Features

CRM

Docs

Finance

HRM

Project Management

Scheduling

Subscriptions

Support Toolkit

All Articles

Converting Estimate To Invoice

Adding and Customizing a Cover Page in Agiled Docs

Creating a New Invoice in Agiled

How to create and use Project Templates

Managing Holidays

How to Send a Document in Agiled

Task Board

How to add new ticket channel?

Agiled Docs Overview : Creating Contracts & Proposals in Agiled

List of keywords for forms

Adding Custom Fields For A Client

Adding an Employee or Team Member

How to add CRM Status

How to create a new deal?

How to add Pipeline stages?

How to create a new sales pipeline?

How to add CRM Stage

How to add CRM Source

How to Export Form Submissions in Agiled

How to add a new Client.

How to create a Questionnaire Using Agiled Forms

How to save Doc as a Template

How to Share Public Link of an Event Type in Agiled

Adding files to a Task

How to add notes for Account?

How to send an estimate

Managing Leaves

How to add a teammate salary

How to add a task for Account?

How to log E-mail for a Contact?

How to create a project and apply a workflow to it on form submission?

Adding Custom Field In Employee

Creating a Billable Task

How to delete a page

How to whitelist Agiled.app in G suite Admin panel?

How to convert a contact to a client

Project: Files

How to use Image widget in docs

Creating Projects

How clients can sign the doc

How to use Signature Widget in Docs

Creating a Dependent Task

How to import contacts

How to add a new holiday

How to track time in Agiled

How to save Forms as Templates in Agiled

Creating Clients from Form Submissions in Agiled

How to Pause and Activate an Automation?

How to manage recipients in Agiled Docs

How to use Date widget in Docs

How to Self Sign a Doc in Agiled

How to delete an Event Type in Agiled

Exporting Time Sheets

How to send an invoice

Creating Invoices

How to convert contact to a prospect

How to assign leave to a teammate

How to send payment reminder for an invoice

How to edit an Account in CRM

How to use Pricing Table Widget in Agiled Docs

Managing Designations/ Positions

How to change invoice template?

Layout options in Agiled Docs

How Clients Can Sign Documents in Agiled

Creating a new Task

How to turn on chat/messaging with clients

How to use Initials Widget in Docs

How to add ticket reply templates?

What currencies do Agiled support?

How to use Merge Tags in Agiled Docs