Public Documents
Documents & Contracts offer the base for any guidelines and agreements with your business. This makes it crucial to have easy ways to share them. Public Documents allow you to create a unique link for easy sharing, adding flexibility to this tool.
⭐️Why Is This Feature Beneficial To Your Company?
Enhanced Functionality: This allows you to handle standard agreements without adding a contact, providing the option to have them signed on the go.
Simplified Signing: Recipients can enter their information and sign the document. A copy will automatically be emailed to them, making this process available for anyone with the link.
Improved Lead Capturing: All responses are captured and accessible for download or viewing in the Responses section. Providing ample opportunity to capture qualified leads.
⭐️How To Create Public Documents:
Navigate to the Templates tab of your Documents & Contracts inside the Payments section.
Click New then select Create Public Document.
Create your template as normal, once ready select Publish.
Click Generate a Link, sharing this link will allow you to share this document with anyone you desire.
Use Public Documents to capture prequalified leads and make your contract usage more flexible. This provides plenty of opportunities to connect with interested people and collect their data under your conditions.
