January 10


Create documents by uploading a PDF rather than starting from scratch

By David Holland

January 10, 2024

Proposals and Estimates have been renamed as “Documents & Contracts” and can now be used to sign legal multi-party contracts and agreements. Business users can now start by uploading a PDF instead of starting from scratch, which solves the problem of creating documents within the email builder. Users can place the signature element or text/image elements anywhere in the document. The floating nature of the signature element makes it easier to sign multi-party agreements by placing it in the required location. The name of the document will be taken from the uploaded PDF by default.

David Holland

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