Contract Sending

Utilize this section to setup where your contracts will be sent. This section can be used to configure where the contract is emailed and what CRM it is uploaded to when the sales rep presses the send button. These settings will apply to all templates that are created and sent from the contracts section of the Leap app.

Quick Steps

  1. Configure Contract Sending settings.
    1. Select APIs.
    2. Turn on/off Fill Empty White Space.
    3. Enter text into Empty White Space Note to be displayed in the white space the contract.
    4. Turn on/off Use Email Links.
    5. Turn on/off Show Verify Email Alert.
    6. Turn on/off Require Email.
    7. Turn on/off Require Phone.
  2. Configure Email Settings.
    1. 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
    2. 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.
    3. Enter Recipients. By default, %customerEmail% will be in this field. This will automatically send the document to the customer’s email address.
    4. 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.
    5. Edit the Email HTML.
    6. Enter the Attachment File Name. The default will be “%customerName% Contract %date%.pdf&.  The output of this will look like “John Smith Contract 3/22/19.pdf”.
  3. Setup CRM Settings
    1. Marketsharp
    2. LeadPerfection
    3. Salesforce/Improveit 360
    4. JobNimbus

Contract Sending Settings

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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.
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.

Email

Use this section to define the default settings for emailing contracts. For this section to appear, you must select the Email API option from the drop down. 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.

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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.
Email HTML
The HTML body of all emails sent from the contract section of the app. Your website designer should be able to create one of these documents or you can use a free online HTML text editor to generate your email template.
Preview
Allows you to preview the Email HTML as the customer would see it.
Attachment File Name
The name of the PDF attachment sent with the email.

CRM Integrations

Leap has CRM integrations with Marketsharp, LeadPerfection, Salesforce’s ImproveIt 360 and JobNimbus. Use this section to define the defaults used when uploading contracts to any of these CRM’s.

Marketsharp

Filename
The name of the PDF attachment sent to Marketsharp.
Backup Recipients
In the event a document fails to upload to MarketSharp, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to MarketSharp, as well as the customer information and a brief description of why it failed to upload.

Salesforce or Improveit 360

Filename
The name of the PDF attachment sent to Salesforce.
Backup Recipients
In the event a document fails to upload to Salesforce, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Salesforce, as well as the customer information and a brief description of why it failed to upload.

LeadPerfection

Filename
The name of the PDF attachment sent to LeadPerfection.
File Description
The description of the PDF attachment sent to LeadPerfection.
Backup Recipients
In the event a document fails to upload to LeadPerfection, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to LeadPerfection, as well as the customer information and a brief description of why it failed to upload.

JobNimbus

Filename
The name of the PDF attachment sent to JobNimbus.
File Description
The description of the PDF attachment sent to JobNimbus.
Backup Recipients
In the event a document fails to upload to JobNimbus, the app will send an email to all email addresses listed in “Backup Recipients.” This email will include the attachment that failed to upload to JobNimbus, as well as the customer information and a brief description of why it failed to upload.