Document Routing

In this section you can set up where your contracts, proposals, and other documents are sent when the Sales Rep hits the Send button within the app. Here you can configure your documents to send via emailed and/or uploaded to your CRM.

Quick Steps

1. Select which documents you’d like to configure by selecting an office and a document type.
2. Configure Document Routing Settings.
   • Toggle on Email and/or CRM switches.
   • Turn on/off Fill Empty White Space.
   • Enter text into Empty White Space Note to be displayed in the white space the contract.
   • Turn on/off Use Email Links.
   • Turn on/off Show Verify Email Alert.
   • Turn on/off Require Email.
   • Turn on/off Require Phone.
   • Turn on/off Disable Review Button
   • Turn on/off Disable Print Button
3. Configure Email Settings.
   • Enter a From address. This is the email address the customer will receive their contract from. Examples of this are info@yourcompany.com or noreply@yourcompany.com
   • Enter the Subject Line. Examples of this are “Your Company Contract (%customerName%)” or “Welcome to the Your Company Family %customerName%!”. The %customerName% placeholder will automatically print the customer’s name.
   • Enter Recipients.
   • Add CC and BCC Recipients. Include any other email addresses you would like the document(s) to be sent to. If you would not like the customer to see these additional email addresses, add them under BCC Recipients.
   • Edit the Email HTML.
   • Enter the Attachment File Name.
4. Setup CRM Settings
   • Marketsharp
   • LeadPerfection
   • Salesforce/Improveit 360
   • JobNimbus
   • JobProgress

Document Routing Settings

APIs

Use this dropdown to tell Leap where it should send the contract. There are currently six options to choose from:

Email

Tells the app that the contract should be emailed. (This should always be turned on if you want the customer to receive a copy of the contract via email.

MarketSharp

Tells the app to upload the contract to MarketSharp.

Salesforce

Tells the app to upload the contract to Salesforce/improveit 360.

LeadPerfection

Tells the app to upload the contract to Lead Perfection.

JobNimbus

Tells the app to upload the contract to JobNimbus.

JobProgress

Tells the app to upload the contract to JobProgress.

Webhook

Tells the app to upload the contract via a Webhook.

Fill Empty White Space

When turned on, all contracts generated with Leap will have light gray diagonal lines in the empty white space sometimes left at the bottom of a page.  This will contain the text entered in the Empty White Space Note. Toggle this switch off to remove the lines.

Use Email Links

Enabling Use Email Links will present users with a screen to select links to various websites, brochures, videos etc. that they can send to a customer along with a contract. You must choose which links to present to a user in the Email Links app section. Also, you must include the placeholder ##brochures## in the Email HTML section where the links will appear in the sent email.  See Email Links for more information.

Show Verify Email Alert

Turn this feature on to generate a pop-up box each time a rep goes to send a contract. This box generates a prompt to verify the customer’s email address.  If disabled the document will be sent immediately after pressing the Send button without verifying the email address.

Require Email

When selected, this feature will not allow a user to send documents without a customer email address.

Require Phone

When selected, this feature will not allow a user to send documents without a customer phone number.

Disable Review Button

When selected, this feature will remove the Review button from document in app.

Disable Print Button

When selected, this feature will remove the Print button from document in app.

Email

Use this section to define the default settings for emailing documents. For this section to appear, you must select the Email toggled on under Routing Settings at the top of the page. You can populate any field in this section with a placeholder that tells the Leap app to fill that field with certain information held inside of the app, such as a client email address or phone number.

Use Link Instead Of Attachment

Provides a link to the document within the body of the email rather than attaching the document to the email. Note: The placeholder %fileURL% must exist somewhere in the Email HTML in order for the link to be created.

From

The address from which you want all contracts emailed.

Subject Line

The subject line you want for all your contract emails to use.

Recipients

Email addresses to which you want all contracts sent.

CC Recipients

Email addresses to which you want all contracts emails carbon copied.

BCC Recipients

Email addresses to which you want all contract emails blind carbon copied.

Default Email Template

Allows you to edit the look of the emails that will be sent to your customer.

Attachment File Name

The name of the PDF attachment sent with the email.