You can easily create documents for customers using document templates.
How you create your documents depends on a few factors, including:
- whether you want to generate documents for members or contacts
- whether you want to share documents with customers or keep them internal
- whether you want to request digital signatures
Here are some common scenarios where you can use document templates:
- You want to generate an inventory list or contract for a customer moving into a private office and request their signature.
- You want to send a customer a quote for booking an event space with multiple add-ons but don't need their signature at this time.
- You want to track equipment assigned to a specific customer and attach an internal copy to their record on the Admin Panel.
Don't see your specific scenario? Check out Creating Documents for Members or Creating Documents for Contacts for additional guidance.