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How to use Documents & Contracts?

Documents & Contracts in Bizura allows you to create, send, and track professional contracts, proposals, and estimates directly inside your CRM. With templates, PDF uploads, e-signatures, payments, and workflow automation, this feature centralizes yo

Last updated: May 26, 2026


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On this page

  • What is Documents & Contracts?
  • Key Benefits of Documents & Contracts
  • Overview of the Documents & Contracts Dashboard
  • Creating New Documents
  • Document Editor Toolbar
  • Add Elements
  • Page Management
  • Document Variables
  • Content Library
  • Recipients
  • Payment Settings
  • Edit Email & Choose Template
  • Document Settings
  • Action Menu Inside the Editor
  • Send Options
  • Frequently Asked Questions

In this folder

  • How to use Documents & Contracts?
  • Documents & Contracts: Email Templates and Team Notifications Setup
  • Multiple recipient support on Documents & Contracts
  • How to Create and Send Document or Contract Templates Automatically in a Workflow
  • Workflow Trigger - Documents & Contracts
  • Easy Management of Documents and Contracts within Contacts
  • How to Set Signing Order for Recipients in Documents and Contracts
  • How to Share Documents and Contracts Templates
  • How to Use Documents and Contracts in the Mobile App
  • Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
  • How to Configure and Accept Tips on Invoices
  • How to Track Activity for Documents and Contracts
  • Documents & Contracts Templates with Opportunity Custom Values
  • Link Custom Values to Text and Date fields: Documents and Contracts
  • Split Columns Support: Documents & Contracts
  • Automatically Generate Invoices from Signed Documents & Contracts
  • Documents & Contracts: How to automate sending invoices when documents are signed
  • How to redirect a user to a specific page after signing a contract?
  • How to Use Document Expiration in Bizura Documents
  • Attach Files to Documents & Templates

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