Scalendo's Documents & Contracts feature enables users to build branded templates for proposals, estimates, and service agreements, then distribute them automatically through workflows based on specific triggers.

Core Functionality:

The system allows creation of reusable templates that incorporate logos, dynamic fields, pricing tables, and signature boxes. Once designed, templates can be activated within workflows to send documents when events occur—such as when a tag is added or a pipeline stage changes.

Template Creation Process:

Users navigate to Payments > Documents & Contracts > Templates and select "Create New Template." The builder offers several element types: images for branding, text for contract terms, custom values for dynamic content, product lists with pricing, and signature boxes for client authorization.

Workflow Integration:

To automate document delivery, users create a new workflow and select a trigger event. They then add the "Send Documents & Contracts" action, specifying the sender, template, and delivery method (email or SMS). The system offers two modes: direct sending or creating drafts for manual review before distribution.

Key Features:

The platform tracks document status across multiple states—drafts, pending signatures, and completed documents. Recipients receive secure email links enabling browser-based signing without requiring downloads or account creation. Mobile-friendly design accommodates smartphone signings.

Important Constraints:

SMS delivery requires a valid email address on file, even if the document is sent via text message. This requirement supports system tracking and contract lifecycle management.