Document Settings

Melissa Gunn
Melissa Gunn
  • Updated

After you create a new document or click Document Settings while in a sales document’s Snapshot page, you'll land in document settings. Here, you can update your document’s details and link it with any Integration. This page sets your document’s default variables, effectively automating "find and replace" for these options.

Reach Document Settings

When creating a new sales document, we’ll take you to the Document Settings page once you’ve chosen a template.

To reach Document Settings after a document is created:

From the Snapshot, click Edit Document Settings (:Edit:) above the Settings section of the snapshot.

If you’re in the Editor, click Edit Document Settings ( :Edit: ) from the Menu Pane to open a menu without leaving the page.

Required Fields

There are a few pieces of information every document needs to have:

Document Name

What is the name of the project you’re trying to win? Enter the name of your document into this field and it will appear anywhere in your document the variable {document_name} is used:

Company

Select the company name. This dropdown menu includes a list of your existing clients:

NOTE: If you need to add a new client, you can do so within dropdown by clicking Add new client, or head over to the Your Client page by selecting Client from the main navigation menu. For more information check out our excellent Adding Clients article.

You can now insert the company name throughout your document using the {company_name} variable.

Contact

Select Contact to add the main client contact from the company for this document:

Note: If you need to add a new contact, you can do so within dropdown by clicking Add new contact, or head over to the Your Client page by selecting Client from the main navigation menu. For more information check out our excellent Adding Clients article.

You can now insert the company name throughout your document using the {contact_contact} variable.

Assignee

You can assign a user to the document to indicate that they are leading the document and are responsible for it. All notifications about the document will be sent to the assigned user.

Other Options

Note: The fields displayed on this page will vary depending on your account settings. For more information, see our article on Managing Your Document Settings' Default Fields.

There's other optional information you can add to your document to streamline your process, however these options are hidden by default. To learn how to toggle these Proposal settings on and off, see our article Managing Your Document Settings' Default Fields.

Stream

You can choose which stream this document will be placed in. Otherwise, it will stay in your documents stream by default. 

Document number

If you need to keep track of your documents with a number, enter it here. Otherwise it will auto-increment a unique number by itself.

Document due date

To manage your document schedule, it’s important to provide a timeline for when this document pricing is valid. Click on a date in the calendar.

The due date is now available to use throughout your document by using the {due_date} variable.

Tag this document

You can tag or categorize your document so you can easily find it. See our article on Tagging your Content for more information.

File Attachments

You can upload files to any document settings. To make the attachment visible for clients, click the toggle below ‘Visible to clients’.

Once turned on, your clients can view and download the attachment.