Contracts, Proposals, & Documents Overview
Some plans may have a limit on contract abilitiesLeap offers the ability to create configurable documents for your company. There are several different document types. Contracts and Proposals are the default document types already defined in Leap. You can also define your own document types (such as Work Orders, Production Documents) in App Settings > Custom Options. Each of these document types are created and edited in the same way. Additionally, each of these document types can have different sending rules. For example you may want contracts and proposals written back to the CRM and emailed to the customer. Conversely, you may want work orders written back to the CRM, but not emailed to the customer. This section outlines the steps for creating and editing all document types.
Adding a DocumentSelect the Documents section from the left-hand navigation bar. To add a Contract, click Add New and select either From Scratch, Leap Template, or Public Template. Leap offers a number of prebuilt templates to help you get started. To edit a document hover the mouse over the desired document and choose from one of the four icons.
|Edit||Edit a document|
|Copy||Make a duplicate copy of the document|
|Delete||Delete the document|
|Publish||Publish the document to the public library to share with others|
Editing a DocumentThe image below displays the user interface for contract editing based off of a template created from scratch. From this screen, you can expand the Document Tree using the arrow on the left side of the contract editor while you can expand the Cell Tool Drawer using the arrow on the right side of the contract editor.
File MenuThe file menu contains the general template settings such as the category, name, and the included office(s) and state(s) of the template. This is also where you save any changes made while working on the template.
|Saves all the changes made to the file. Leap will not automatically save your data unless the Save icon is clicked.|
|Allows you to save as new copy instead of overwriting the document.|
|The Category the contract will be grouped under (windows, doors, etc.). Note: These appear in alphabetical order.|
|Name of the document that displays on the iPad.|
|The states that the document is available in. Leap will filter the documents based on which state is entered into the customer address inside of the app.|
|The offices the template shall appear under. Leap will filter the documents based on which office the sales rep is located in.|
|This allows the document to be created multiple times for a single estimate.|
|Allows you to upload an Icon for that contract which displays on the iPad.|
|Allows you to select a section on the application for your document to be displayed.|
|Allows you to fill the icon with the specified color. Uploading a thumbnail will be placed on top of the color selected.|
Page MenuThe page menu gives you generic page settings including margins, page type etc.
|You can choose from two different page types in Leap:
|Allows you to specify your contract page size.|
|Allows you to upload a custom watermark to your document or to use your watermark that has been uploaded under App Settings > Watermark.|
|Allows you to select how many photos appear on each page of the document.|
|Adjust left or right margins of the document.|
|Adjust top or bottom margins of the document.|
Placeholders MenuPlaceholders are merge fields you can add in the contract to bring information over from the Estimate.
- Display what information you are bringing over from the estimates screen.
- Displays merge field that needs to be added to the document to bring information over. You can click on the placeholder to copy then edit your cell to paste.
Contract Editing Views
- Allows you to view the input screen of the document. This is very similar to what the Sales reps will see when they are filling out a document. This view will only display the fields that are fillable in the document.
- Allows you to view the PDF version of the document which be sent to the customer. This is very similar to what the generated PDF document will look like on the iPad once the sales reps have completed all inputs.
This is a representation of what the document will look like. It is always recommended to view documents on the iPad when building them to see exactly what they will look like.
- Allows you to see both PDF and App version of the documents when making edits.
Document TreeThe Document Tree can be used to view everything that is included in your document to allow for easier editing. The Document Tree consists of Header(s), a Body Section and Signature Sections. Clicking on sections and cells in the document will highlight the corresponding item in your document tree. Drop Down arrows allows you to expand and view all the items within. Header container Drop down allows you to see a Section, Group and Line Item.
Cell Tool DrawerThe Cell Tool Drawer allows you to drag and drop different elements onto your documents. Simply click and hold to drag sections and cells onto the page.
This article is for Dashboard 3.0. Click here to view the help article for version 2.9.