The Document Builder empowers you to create auto-branded, beautifully designed documents with ease, perfect for proposals, agreements, change orders, reports, memos, financial statements, and more. It comes loaded with powerful features like e-signature integration, pre-built templates, editable design elements, graphics, customization options, and more!

Getting Started

To access the Document Builder select "Sales" > "Document Builder" - from here you can either choose Overview or Templates.
Selecting Overview will allow you to create a new document from scratch, choose a pre-existing template, or upload a PDF document as well as view the status of any document inside of the account.
Selecting Templates will allow you to view any templates that may have created or access any "Included with Subscription" templates.

For training purposes this article will cover creating a document from scratch.

After "Overview" has been selected, select "Create a new Document". From here you can select how you would like to start this document, either from scratch, an existing template, or upload a PDF. After selection, you will need to fill out the document details such as name, category, attaching the document to an opportunity, recipients of the document, and if there will be a signing order.
When attaching a document to an opportunity, upon completion of the document this will automatically update the stage of the opportunity. To learn more about attaching an opportunity to a document click here: Attaching an opportunity to a document.
When entering the recipients of the document you can select multiple recipients, you will have the ability to send to users/contacts inside of your account or custom recipients.

After selection where you would like to begin you will enter the drag & drop Document Builder.

*NOTE* In the top right corner of the screen there is a 3 point button called "More Options" this will allow you to download the document you create as a PDF or DOCX file. You can also save the document as a template, print it out, or delete it and start from scratch.

The Elements:

The Elements tab is the base of the Document Builder allowing you to build and customize the document. All of the elements are drag and drop similar to our other builders and allow for a great range of customization.

Click the following link to learn more about the elements and how to use them:

Quote:

This allows you to create quotes within the builder utilizing solutions. To add these solutions select "Add a Solution", this will allow you to add already created solutions to the quote, but also create and add new ones.
If an opportunity is linked to the document

Once all the solutions have been added to the quote you have the ability to also add in tax and any discounts they would like to provide the customer.

Text Field:

This allows you to add text field entries to their document, this can also be customized to be a required field as well as the ability to select a specific recipient of the document to fill out the field.

Signature:

This allows you to require the recipient of the document to sign before completion.

Checkbox:

This allows you to create checklists on the document as well as the ability to require the checklist be complete before the document can be submitted.

Using Templates:

This allows you to import templates they may have created into the document they are currently working on. In the screenshot below a previous quote was saved as a template that template can then selected and imported into the document that you're currently working on.

Document Info:

This gives you information regarding the document's creation, its status, the categories its included in, the document expiration date, and any auto reminders that have been setup.

Settings:

This allows you to set an expiration date of the quote, as well as any auto reminds they would like to setup to send and the cadenced the reminders will be sent out at.

Styles:

This is the area where you can customize the color scheme as well as the text of their document. Customizations include headers, text, button styles, and background images and colors. Your auto-branding settings will already be applied here by default, but you can manipulate the settings for this particular document if needed.

Insert Tags:

Allows you to create insert tags throughout the document, this is generally used when creating document templates so upon creation the tags will auto-populate with the selected documentation.

Click the following link to learn more:

Recipients:

This allows you to manage recipients of the document as well as determining if the document will be having a signing order.

Activity:

This gives a breakdown of what actions have been done to the document, and by who.

Sending the Document

Once the document has been created, edited, and the recipients chosen, you can now preview the document before sending.

To preview the document select "Preview" in the top right corner of the screen. This will open a separate page in which your document can be previewed.

After previewing the document and making any necessary changes, you can now send the document. On the builder page in top right corner select "Save and Send".

This will bring up the "Email Editor" where you can customize the email the contact will receive. Customizations include: Who is sending the document, The Logo, Preheader, Email Title, Email Message, Button settings & styles.

Once the document has been customized to your specifications it can be sent to the recipients by selecting "Send" in the top right corner of the screen.

After the document has been sent you can view the status of the document under the Documents Overview page.

Upon opening and signing, the status of the document will update to completed and a completed copy will be saved in GlassHive, and all the recipients will get their own copy of the completed document.