How to Use Documents and Contracts in the Mobile App

Discover how to use documents and contracts on your mobile app! Tina shows you step-by-step how to secure deals on the go

Why This Feature is a Game-Changer

In this tutorial, we'll dive into how you can now use documents and contracts inside your mobile app. Whether you're at a tech conference or on the go, you'll be able to finalize deals without delay. Let's get started!

Imagine you're discussing a project with a potential client at a tech conference. The client is ready to move forward right now. The last thing you want to say is, "Okay, I'll send you the contract in the next few days when I get home." Instead, you can pull out your phone and send the contract immediately, securing the deal while the client’s interest is at its peak.

Quick Overview

1. Open the Lead Connector App: Access documents and contracts from the hamburger menu.

2. Tabs to Know:

   • Old Documents: View drafts and sent documents.

   • Templates: Use pre-created templates.

3. Creating a New Contract:

   • Fill in the necessary details and choose templates.

   • Add items or skip this step if not needed.

   • Review and send the contract.

Opening the Lead Connector App

To start off, open the Lead Connector app on your phone.

1. Click the hamburger menu in the top left corner.

2. Scroll to the bottom to find Documents and Contracts and click on it.

Navigating the Tabs

You'll find two main tabs:

• Old Documents: This is where all your drafts and sent documents are stored for easy access.

• Templates: This tab houses all your pre-created templates. Note that these need to be created in the web app beforehand as the mobile app doesn’t support template creation yet.

Before You Begin

Ensure your templates are ready in the web app. This way, you can effortlessly use them in the mobile app.

Creating a New Contract

Step 1: Starting the Contract

To create a new contract:

1. Click on the plus icon at the bottom left to start a new contract.

2. Name your contract (e.g., New Demo Contract).

Step 2: Adding Recipients

1. Add the primary customer by clicking plus and selecting them from your contacts.

2. To add more recipients, click add more recipients. For simplicity, we'll stick to one person for now.

3. Click Next to proceed.

Step 3: Choosing Templates

Here, you can find all your templates. If you have many, you can filter them by date using the dropdown menu.

1. Select the template you want to use.

2. Click Next.

Step 4: Adding Items

You have the option to add items here from your catalog or by using the keypad for custom numbers. If your contract is just an estimate, you can skip this step.

1. Click Skip at the top right corner if not needed.

Step 5: Review and Send

Review all the details of your contract. Once everything looks good:

1. Click Send.

   • Blockquote: "Secure the deal while the client's interest is at its peak."

2. You’ll get a confirmation that the document has been sent.

Sharing the Document

Your newly created contract will appear in the list. To share it:

1. Click the three dots on the right of your document.

2. Choose to download as a PDF, share via link, or send through email.

Sharing Options

• Messenger: Share the link easily.

• Email: Send the contract directly via email.

Completing the Process

Once the recipient signs the document, you’ll receive a notification. The signed document will be sent back to you for your records.

Real-World Applications

This new feature is incredibly useful, especially if:

1. Working Remote: If you often work away from the office.

2. Hiring Remote Workers: Keep the hiring process smooth even if your candidates are on the other side of the world.

3. Traveling: Manage your contracts efficiently without needing your computer.

Conclusion

That's it! You now know how to send documents and contracts from your mobile phone. Whether you’re closing deals remotely or managing contracts on the fly, this new feature is a lifesaver. Thanks for tuning in, and I'll see you in the next video!

• "This new feature comes in really handy, especially if you work in different time zones."

Looking forward to seeing how you use this new feature in your workflow. Till next time!