MarketOmation also supports sending quotes with optional items in an exciting development for the documents and contracts product. This significantly upgrades the functionality, giving users more flexibility and control over their document management processes. Think of it as a robust alternative to traditional solutions like DocuSign and PandaDoc, but with added features tailored to your […]
How to Customize Documents and Contracts
Customizing Documents and Contracts In this article, we will explore various customization and configuration options available for optimizing the Document and Contract feature. By understanding these options, you can fully leverage the capabilities of the platform to create tailored and professional documents that meet your specific needs. Document Builder The Document Builder offers a flexible […]
How to use Floating Text Fields in Document & Contracts
Floating text fields are an essential feature for creating dynamic and fillable documents and contracts. They allow users to add customizable fields such as signatures, text fields, and dates, enhancing the flexibility and functionality of your documents. This guide will walk you through the process of using floating text elements in documents and contracts. How […]
How to Customize Email Subject Lines for Documents & Contracts
Users can now customize the email subject lines for documents and contracts, adding a layer of personalization and professionalism to their communications. This guide will walk you through the process of customizing these email subject lines, ensuring you can take full advantage of this feature. How to Use Use Cases Example Subject Lines Why This […]