Specialized workflows
Documents hub and template library
Manage proposals, contracts, reusable templates, and recipients in one place.
Documents is the current workspace for proposals and contracts. Its builder and template library support repeatable customer-facing documents connected to CRM records.
What this workspace includes
- Proposal and contract tabs
- Template library and builder
- Recipient picker across CRM records
- Public links and status
Complete workflow
- 1
Open Documents
Choose Proposals, Contracts, or Template Library
- 2
Select the sales context
Choose a prospect, business, contact, or deal
- 3
Create from a template
Complete customer and commercial details
- 4
Preview and send
Track the result in Documents
How records and settings behave
- Documents remain connected to recipients and source records
- Templates provide reusable structure
- Public links show focused customer experiences
Working effectively
- Maintain approved templates
- Resolve all variables before sending
- Use Documents rather than legacy proposal links
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Documents hub and template library?
Choose Proposals, Contracts, or Template Library
When is my work saved?
Documents remain connected to recipients and source records
How do I confirm the result?
Return to the related list or detail view and review its current status. Public links show focused customer experiences