Dashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts
8 articles
Dashboard - IntroductionHow to navigate the dashboard
Dealboard - IntroductionHow to navigate through your dealboard
Documents - IntroductionHow to navigate through all your documents
Product LibraryHow to create products and use them in your pricing tables.
Archive - IntroductionHow to navigate and access signed docs in the archive section
Contracts - IntroductionHow to organize your signed documents and agreements
Reports - IntroductionHow to navigate and pull reports about your documents' KPIs
ContactsHow to create, view, and update contact information