Flows
Proposals, Contracts, Invoices, Forms, Custom Pages, and Automations
By Inly1 author13 articles
- What is a Flow?
- How do I create my first document?
- How to Add Additional Recipients to a Flow that Don’t Need to Sign
- How do I Create and Send an Invoice?
- How to Preview Documents
- How do I Create and Send a Contract?
- How do I Create and Send a Form?
- How to Add Attachments to a Flow
- How to Embed a Video in a Proposal or Follow-up.
- How do I Create and Send a Follow-Up?
- How do I Create and Send a Proposal?
- How to Set up Recurring Invoices for Retainer Payments
- How To Setup And Send Payment Reminders?