Accessing the Document Section
Open the RocketCRM web portal for your company.
On the left-side navigation bar, click on Payments.
Click on Invoices and Estimates at the top of the page.
Choose Templates from the available options.
Using a Template
Locate the template you want to use.
Click the three dots next to the selected template.
Click on Use Template and then click Save.
Adding a Recipient
Click on the Recipients icon at the top.
Select an existing client from the list or add a new client.
To add a new client:
Click Add New Client.
Enter the client’s information.
Click Save.
Ensure the correct client is selected.
Filling Out the Document
Click into the document to fill the Client’s Name box.
Type the appropriate information into each fillable box.
Select the date and click Save.
Sending the Document
Click on the Send button at the top right.
Choose one of the following sending options:
Send via Email
Share Link
Click Send to finalize the process.
Viewing Pending Documents
Click Back at the top left.
Click Waiting for Others to see pending documents.
Click the three dots next to the document for additional actions such as View History or other options.
Click "Payments"
Click "Templates"
Click the three dots here.
Click "Use Template"
Click "Save"
Click this icon.
Click this field.
Select the client to receive the document or add a new client.
Click "Add New Client"
Enter the Clients information and Click "Save"
Make sure the client is selected.
Click here.
Type the appropriate information into each fillable box.
Select the date.
Click "Save"
Click "Send"
Click "Send via email" or "Share Link"
Click "Send"
To View Pending Documents
Click "Back"
Click "Waiting for others "
Click the three dots here to "View History" and other options.