Learn how to set up emails that receive copies of the approved documents, expiration days, among others.
Access Settings -> General:
1 – Emails to receive copies of the signed documents
Register the emails that should receive copies of all the SIGNED documents.
The documents are automatically sent to the sales rep, customer and all users set up as MANAGERS.
2 – Document Numbering
It is an automatic sequential document numbering (Proposals, Contracts, Quotations, etc.). It serves to guarantee the uniqueness of document codes that are easier to refer to.
The prefix is always fixed and the numbering is sequential. In the example below, the document number will be DOC-0070.
Note: If your company has another Document numbering control, leave the 2 fields (prefix and number) in blank and save. DocSales will disable this numbering function automatically.
3 – Customers Numbering
It is an automatic sequential Customers numbering. It serves to guarantee the uniqueness of document codes that are easier to refer to.
The prefix is always fixed and the numbering is sequential. In the example below, the customer code will be CLI-00113.
Note: If your company has another customer numbering control, leave the 2 fields (prefix and number) in blank and save. DocSales will disable this numbering function automatically.
4 – Due days for the document installments
In this configuration you define whether you want the installments due in one specific day of the month or any day.
This setting changes the Expiration Day set up on the Specifications tab when you are creating a document.
5 – Document expiration date
After a document is sent to the customer, it may have a period in which it remains valid and after that time, it expires and it is unavailable to be signed.
On the expiration day, DocSales sends a reminder email to the sales rep and the customer.
When generating a new sales document, you can change the number of days it takes to expire.
Learn more about the types of documents you can send with docsales by clicking here.
For additional information from our support team, please click the Help button or email us [email protected].
