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Proposal’s widgets: Example contract order

See how you can improve communication with your customers thanks to the Example contract order widget.

Written by Natalia Iwańska

A module displayed in the offer window when viewed by the recipient, allowing them to enter the email address to which they would like to receive the contract template.

Information about the customer's order for a contract template will be sent with contact details in the form of an email to the owner of the offer.


To use the Example contract order widget:

  1. add a PDF file with the offer,

  2. fill in the data for shipping,

  3. go to the Advanced section at the bottom of the page and select the option you are interested in.

or:

  1. go to the Settings tab located on the sidebar of the user desktop,

  2. select Default settings, then scroll down to the Default Advanced Settings section.

  3. Select the widget you are interested in and then save the settings.

  4. from now on, the Example contract order widget will be added to each of your offers by default.
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For more information, please contact us via chat, email: [email protected], or the form.

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