Advanced documents
Templates, versions, and full document workflows
Go beyond basic management: create reusable templates, track versions, and structure documents as part of your procedure flow.
Disponible desde el plan Starter
Que puedes hacer
Document templates
Preconfigure structures and signature fields to send consistent documents to every client.
Versioning
Review revision history and always know which version is the valid one.
Linked to procedures
Every document stays in the right context, without files scattered across email and folders.