Create documents by uploading a PDF rather than starting from scratch

Create documents by uploading a PDF rather than starting from scratch


Create documents by uploading a PDF rather than starting from scratch

  • Proposals and Estimates are now renamed as

    Documents & Contracts

    since they can be completely used to sign legal multi-party contracts and agreements.

  • Business users will now be able to start by uploading a PDF rather than starting from scratch

  • This solves a major pain point of creating documents from scratch inside the email builder and then placing signature elements on top of it

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

  • Since the signature element is floating in nature, it makes it even easier to sign multi-party agreements by placing the signature element at the specific place in the document where required and even in the same line for multiple signers on the document

  • The name of the document will by default be taken as the name of the uploaded PDF

imageScreenshot 2024-01-09 at 6imageScreenshot 2024-01-09 at 6
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