This article contains an overview of adding and editing documents and the different menus that allow you to do so.
Leap provides a variety of templates to choose from to help you create your Contracts, Proposals and other documents. It is always recommended to being using a template.
The Header section contains your company information, company logo, and the customer information at the beginning of a document. Here’s how to create and edit one.
The body of a document is broken into different sections. Each section contains cells that can be displayed to the user for input and then printed on the document.
Body Line contain all of the content that will be added to your documents. They can be configured to allow various types of information input.
Cell Types are configurable cells that accept different types of data such as text, photo, detail image, sketch pad, etc.
Input Types allow for the input of different types of data such as picker lists, numbers, currency, etc.
Dynamic cells are used when data needs to be changed depending on the value of another cell.
The Formula Input Type allows you to enter mathematical calculations within documents.
Linking is the process of telling the system what values to pull from the estimate to the Contract, Proposal, or other document type.
The Signature cell type is the cell that collects customer signatures directly from the Leap app.
The Total Sale Amount in the results section can be pulled over from a signed Contract or Proposal. Doing so saves the rep from having to remember exactly what the job sold for and reenter the currency value in the results section.