Updated Tutorial Click here to get the updated tutorial on how to use Contract Templates Overview eContract templates are used to generate a contract for a client to electronically sign online. eContracts can be emailed or text messaged directly to a client…
Overview This tutorial will step you through the process of setting up StudioCloud to email a lead or client, from a pipeline stage, to have them fill out a form and sign a contract. First, you will create the contract that you want to send. Then you create…
Overview The tutorial explains how to email a contract to a client to be esigned. How to Create a Contract Template Before a contract can be emailed to a client a contract template must be created first. Click here for a tutorial on how to create a contract…
Overview This tutorial explains how to quickly and easily print document templates How to Create Document Templates Click here for a tutorial on how to create document templates How to Print a Document Template for Clients, Prospective Clients, or Leads Click…
Overview Currently iOS devices are unable to view the PDF contracts signed in CloudForms using the default PDF reader. Our team is investigating this issue but at this point what we have come up with is a work around. Please note, we have only reproduced…
Overview CloudStorage allows you to save any type of file to clients, sessions/events/appointments, invoices, projects, or tasks and then access it from any computer that uses StudioCloud. This tutorial will show you how to take advantage of this feature.…
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