Features articles from Agiled Help Center
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Introduction Hello everyone! In today's video, we're going to learn how to create a new invoice in Agiled. This process is important for managing and documentin
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
The steps which you can follow to assign leave to a teammate are: 1. Go to the 'HRM' from the side navigation and click on 'Leaves.' 2. Click on 'Assign Leave'
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
For adding a new holiday, follow the steps below: 1. Go to 'HRM' on the toolbar and open 'Holiday.' 2. Click on 'Add Holiday' in the top right corner. 3. Enter
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: 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
Can't log email for an Account? No problem! Just follow the given simple steps and you will be able to log email for your account. 1. The first step is to login
Introduction In Agiled, you can leverage project templates for increased efficiency, especially when dealing with similar types of projects, such as web develop
Video tutorial for adding Notes for a Contact In Agiled you can add notes for your contacts to keep track of important things about your contact in the CRM. You
Video Tutorial on how to add a task for a contact In Agiled, you can add tasks in the CRM contacts. Tasks are a way to create a to-do list about a contact in Ag
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 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
How to create Estimate/Quote ? You can send professional estimates or quotes to your customers to get their approval and close more deals. To create an estimat
You can add CRM Status in just a few minutes by following these steps: 1. Go to the 'Settings' on the toolbar. 2. Click on 'CRM Settings.' 3. Enter CRM Status
Please watch the video tutorial for creating project template.
Follow these steps for sending an Estimate: 1. Go to the 'Finance', click on 'Estimate.' 2. It will take you to the list of Estimates. Select the estimate you
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 Agiled allows you to automate client creation using form submissions. This feature can help streamline your client onboarding process, ensuring all
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 Agiled is a versatile platform that allows you to create and manage contracts, proposals, and other documents. This guide will walk you through cre
Video tutorial on how to add a task for an account? In Agiled, you can add tasks to the CRM Account. Tasks are a way to create a to-do list about an Account in
How to create a billable task? We are here to help you out in order to create a billable task. Follow the given simple step by step guide: 1. First of all go to
Video Tutorial on how to add a follow-up for a contact Following up with your leads and contacts is very important and Agiled gives you an easy way to do that.
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
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
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 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
To change the invoice template follow these steps: 1. Go to the Finance option on the right side of the toolbar. 2 . Then click on ' Invoices' from the list. 3.
You can chat or start a conversation with your client but you need to turn this on from the settings. To turn on chat with clients go to Settings - Chat Settin
Time Tracking is very important to keep yourself updated with the activities of your employees. It includes the time logs, date, and total working hours. If yo
Introduction In Agiled, once a project is completed, you have the option to archive it. Archiving helps keep your workspace tidy by moving completed projects ou
Stay productive by tracking your and your team's time in Agiled. Agiled comes with a built in time tracking and you can track and bill for your time very easil
Owing to some API policy changes from Google you need whitelist Agiled by signing into your Google Admin console using an administrator account. If you don’t kn
How to create a repeating task? Have a problem creating a repeating task? Follow the given simple step by step guide: 1. First of all go to the sidebar menu an
Please watch the video below to create a product plan for a subscription.
How to create an Invoice in Agiled? To create an invoice, go to Finance -> Invoiceand click on Plus button. This will take you to create invoice screen. Follow
How to share files in Projects? Agiled lets you upload files in the project and all the members of the projects can access those files. To upload and see files
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
How do I Add Custom Field in Employees? We understand every company has different needs, so we have given the functionality to add custom fields to employee's i
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
Here are the currencies Agiled supports right now. currency_name currency_symbol currency_code United States Dollar $ USD Pounds £ GBP Euros € EUR Rupee ₹ INR A
You can follow these steps to send the payment link: 1. Go to the 'Finance', click 'Invoices.' 2. You can send the link of invoices by using the 3 dots menu und
In order to add a teammate salary, follow these steps: 1. Go to the 'HRM' and open 'Teammate Salary.' 2. On the new page you will find a list of teammates and t
How to add files to a task? Want to add files to a task? By following these simple steps you can easily add files to a task. 1. First of all go to the sidebar
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,
To log the time manually in Agiled, follow these steps: 1. Go to the 'Time sheet' on the toolbar and open it. 2. To enter the time manually click on the '+'.' 3
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
You can easily convert contact to a prospect by following the steps given below: 1. Go to the 'CRM' and then click 'Contacts' on the toolbar. 2. On the new page
You can add CRM Stage in just a few minutes by following these steps: 1. Go to the 'Settings' on the toolbar. 2. Click on 'CRM Settings.' 3. Enter CRM Stage an
You can visualize and manage your tasks in Kanban style with Task Board. In task board you can see tasks assigned to your or tasks created by you. You can move
You can easily keep track of your team’s attendance in Agiled. Users can mark their attendance from their portal, and you can see their attendance in the HRM. H
In order to delete an invoice you need to follow these steps: 1. Go to the 'Finance' in the toolbar, then open 'Invoices.' 2. A list of invoices will open in fr
For sending an invoice you need to follow these steps: 1. Go to the 'Finance', then click on 'Invoices.' 2. It will take you to the list of invoices you have, Y
Video tutorial on how to add notes for an Account. In Agiled you can add notes for Accounts to keep track of important things about Account in the CRM. You can
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: 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
Follow the steps below to run payroll: 1. Go to the 'HRM' and click on 'Payroll.' 2. After that select the month and year of pay and mark the boxes which you wa
Introduction Project categories are a valuable tool for organizing your projects in Agiled. They can streamline your workflow and improve your automation proces
How to create a Designation in Agiled? Designations are positions or job titles in your company which you can assign to your team like CMO, CFO, Senior Develope
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
Video tutorial on How to Log and Send Emails in Agiled CRM Keeping track of customer emails is really difficult, you have to go through your inbox, again and a
Introduction A secure and efficient signing process is essential for any organization dealing with contracts, agreements, or documents requiring signatures. Agi
How to create a new task? Want to create a new task but don't know how? We will show you how you can create a new task just by following these simple steps: 1.
How to manage Project Tasks? Project tasks are organized in the Tasks tab of the project dashboard. To see all tasks of the project go to any project and click
How To Custom Field For Clients? You can add as many custom fields for a client as you want. To add custom field go to Settings -> Custom Fields and click on “A
Follow these simple steps in order to add ticket reply templates: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tick
If you want to add more designations, follow these steps to create a new one successfully: 1. Go to the 'HRM' on the toolbar and click on 'Designation.' 2. Clic
Sending a payment reminder is an important part of a business. You need to send payment reminders to get paid faster. Here are the steps you can follow to send
Video tutorial on how to add a new contact in CRM Contacts are individuals who have purchased your product or service or they are interested in purchasing your
Video Tutorial on how to add a new Account in CRM Accounts are companies or departments within a company with which you have business dealings. In Agiled CRM, s
It is very simple to edit an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of ac
Video tutorial on how to add files for a contact/account? In Agiled you can add files to account details so you can keep all the files related to an account in
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 forms offer a versatile way to create questionnaires for your clients, leads, or audience. This guide walks you through the process of setti
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: 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
We will help you out to create a new ticket with these simple steps: 1. First of all look at the sidebar menu and click on the "Tickets" category. .2. Now click
How to record/create an expense? To record/create/add an expense in Agiled go to Finance - Expenses and click on Add button. It will take you to add expense pa
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
Video tutorial on how to convert a contact to a client In Agiled, you can convert your contacts into clients to send them invoices, estimates, collaborate with
Video tutorial on how to create a new sales pipeline stages Sales pipeline stages represent each step a prospect takes through your sales process, from becoming
Introduction In this tutorial, we'll guide you through the process of editing an event type in Agiled. Whether you need to adjust the meeting platform, the dura
It is very simple to delete an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of a
Here is the list of client keywords for the forms. Field Name Keyword First Name first_name Last Name last_name Contact Email email Type type Job Title job_tit
Follow these simple steps in order to add ticket types: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tickets page o
A Sales Pipeline is an organized, visual way of tracking multiple potential buyers as they progress through different stages in the purchasing process. A sales
Follow these simple steps in order to add a new ticket channel: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Ticket
You can follow the steps given below to mark the attendance of employees in Agiled. 1. Go to the 'HRM' on the toolbar and open 'Attendance.' 2. On the top right
Introduction In this tutorial, we will guide you on how to avoid double booking in Agiled, how to sync events with your calendars in real time, and how to add e
Recurring Invoices are the automated invoices. You set their frequency, interval, and cycle and the system automatically sends those invoices to the recipients
If you want to export contacts but don't know how to do it, don't worry, we are sharing few easy steps with you to guide you: 1. Click on 'CRM' and then go to t
If you want to import contacts but don't know how to do it, don't worry, We are sharing few easy steps with you to guide you: 1. Click on 'CRM' and then go to t
Follow these simple steps in order to add ticket agents: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tickets page
How to add a Department in Agiled? Every company has different teams and departments and you can create as many teams and departments as you want in Agiled. To
You can create holidays for your team in Agiled. These holidays are visible on the calendar. To change the holiday settings go to HRM -> Holidays. Add a new Hol
Video Tutorial on how to create a new deal Don't know how to create a new deal? Deals are sales opportunities that generate business for an organization. Deals
How to add a new project? Managing projects in Agiled is very easy and Project management in Agiled is very comprehensive. To create a new project go to Product
You can manage tasks with ease in Agiled. To manage tasks go to Tasks -> All Tasks and click on Add task button. It will take you to Add New Task screen. Ente
For creating an event, follow the steps below: 1. Go to the 'Scheduling' on the toolbar and click on the "Events". 2. Click on 'Create Event' present at the top