Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & Proposals

system update
January 29, 2024•1 min read

Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

Upload PDF Support For Contracts & Proposals: Our CRM enhances the Proposals and Estimates section by introducing the ability to upload and customize your own PDF documents, add signature fields, and utilize legal signature capture, providing a seamless solution for personalized document management.👇🏻

⭐️ Why does it matter to your business?

  • Customizable PDFs: Upload and tailor your PDF documents with signature fields, allowing for personalized proposals and estimates.

  • Efficient Signature Capture: Streamline document signing with multi-signature capabilities and the option to upload your own PDFs.

  • Automated Naming and Processing: Automatically name PDFs based on document names, simplifying the document management process.

⭐️ How To Upload PDF Support For Contracts & Proposals:

  1. Access the payments from the left navigation menu then go to “Documents & Contracts” and click “+New”.

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  2. Click on upload a PDF.

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  3. Now select the PDF and click on upload.

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  4. Once the PDF is uploaded, users will be able to place the signature element or the text/image elements anywhere across the document.

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Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

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Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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