Guide to Using Proposals and Estimates in Advisor's Growth

Guide to Using Proposals and Estimates in Advisor's Growth

This guide will walk you through the Documents and Contracts feature in Advisor's Growth. Follow these steps to create, customize, and manage your proposals and contracts efficiently.

Step 1: Create Your Documents or Contracts

1. Navigate to the Payments tab.

2. Click on the Documents & Contracts section.

3. Select New to create a new document or contract.

Step 2: Customize Your Document/Contract

You can personalize your document by adding various elements:

• To add elements, click on the "+" in the top left corner of the document builder.

• Drag and drop elements into the desired positions within your document.

Here are some available elements:

• Text: Customize font style, size, and add custom fields. This allows auto-population of data stored in custom fields, which is especially helpful when sending documents to specific contacts.

• Image: Insert an image from a URL or the media library. You can adjust alignment, size, color, and background.

• Video: Add videos using URLs and adjust margins, size, and background color.

• Table: Create tables by adding or deleting rows and columns. You can also merge/split cells, add background colors, and toggle header options.

• Product List: Insert products you’ve created within Advisor's Growth and select prices as needed.

• Page Break: Insert page breaks to manage content flow between pages.

• Signature: Assign signatures, edit placeholders, and adjust alignment or margins.

Note: Clients can sign documents on mobile devices, and the signed PDF will be available for download.

• Text Fields: Let you or your clients fill in specific information.

• Date Fields: Useful for timestamping documents upon signing.

• Initial Fields: Ideal for informal documents requiring initials.

• Checkbox Fields: Perfect for agreements where clients confirm they’ve read and agreed to terms.

Step 3: Add Document Variables

Document Variables are placeholders that automatically populate with relevant information when the document is executed. These are essential for templating and standardizing across multiple documents.

• You can search for an existing variable or create new ones using the "+" button.

Tip: For detailed instructions, see the article on "Utilizing Document Variables in Advisor's Growth."

Step 4: Add Recipients

1. Click on the recipient icon and input the contact's email address.

2. The primary contact will be the one required to sign the document, while others can be added as CC recipients.

3. You cannot remove a primary recipient after adding them, so ensure the correct email is selected before proceeding.

Step 5: Customize Your Document Background

Using Page Properties, you can upload a custom background image to enhance your document's appearance.

• Click on the three dots beside the page, then select Page Properties.

• Choose an image from your media library or enter a URL. You can adjust the image’s position, size, and opacity to fit the page as desired.

Step 6: Send Your Document

You have two sending options:

1. Email: The document will be emailed to the recipient(s).

2. Link: You’ll receive a unique link for each recipient.

Document/Contract Statuses

Once your document is created, it will reflect one of the following statuses:

• Draft: Still being edited.

• Waiting for Others: Sent and awaiting the recipient's response.

• Completed: Signed and no longer editable.

Managing Document Actions

• View: Open the document.

• Clone: Duplicate the document to make necessary adjustments and resend.

• Delete: Only available when the document is in "Draft" status.

• Mark as Completed: Finalize the document (available in "Draft" or "Waiting for Others" statuses).

• Download PDF: Save the document in PDF format.

• Convert to Template: Save the document as a template for future use.

• Share via Link: Generate a shareable link (available in "Waiting for Others" status).

• Move to Draft: Revert the document to "Draft" status for further edits.

• View Invoice: An invoice is automatically generated when the recipient signs and completes the document (available in "Completed" status).

Frequently Asked Questions

What actions can I perform on a completed document? You can view, download as PDF, convert it to a template, or view the associated invoice. No edits can be made to a completed document.

What if I need to edit a document that has been sent? You can move the document back to "Draft" if it’s still in "Waiting for Others" status. However, once marked as "Completed," no further edits are possible.

How do Document Variables work? Document Variables act as placeholders for dynamic content, making it easy to standardize information across multiple documents. You can manage them in the document builder.

Can I create an invoice from a document or contract? Yes, once the document is marked as "Completed," an invoice can be automatically created and associated with the signed document.

Use Cases

1. Sales Agreements Create personalized sales agreements with custom fields and Document Variables to standardize information across contracts.

2. Legal Documents Generate legally binding contracts that support multiple signatures and checkbox fields for term confirmations.

3. Service Contracts Outline terms, pricing, and service agreements. Send documents through email or link, and track the status until completion.

By using the Documents and Contracts feature in Advisor's Growth, you can streamline your contract management, save time, and offer a professional experience for your clients.