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Create a document

Use a template or build from scratch with placeholders.

4 min read Updated 2026-04-24
  1. 1
    Documents → New
    Template or blank.
  2. 2
    Add content
    Rich text, headings, tables, images, page breaks.
  3. 3
    Drop in merge fields
    {{contact.full_name}}, {{opportunity.value}}, {{custom_values.entity_name}}.
  4. 4
    Add signature and initials fields
    Drag from the right panel. One per signer.
  5. 5
    Add payment field (optional)
    Pulls amount from the document or opportunity.
  6. 6
    Save as template
    Or send directly to a contact.