To send any 17hats Document you first need to be within the Contacts Project. Once there, you will create the document and then once you save it, you'll be prompted to send the document out by email.
Below you'll find the detailed instructions on how to send a Quote, Contract, Invoice, or Questionnaire.
First, open the Contacts Project you'd like to send the document to. Within the "Important Documents" section click the "create new" button.
A drop-down menu will appear allowing you to select the type of document you want to create.
Once you select the document you want to create, you'll then be prompted to craft the document. You can either build it from scratch, OR use the drop down to select a previous created template.
For this example, we'll be using a Questionnaire document, but the steps are all the same for any document.
Once you've created your document, click the save button. A preview of the document will appear. You can then send the document, see a "Live View", print, or edit the document.
Once you hit the send button an email pop-up will appear. Just as before, you'll have the option to craft an email, OR use a previously saved template.
When your email is written, you can click the send button and your Contact will receive their document!
When your Contact opens the message, they'll be able to access the document through the button link added to the end of the email.
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.