Documents & Contracts
Attach Files to Documents & Templates
Deliver a complete document package in one email by adding images, PDFs, or other files as true email attachments within Bizura’s Document & Template Builders. This article shows where to upload, manage, and send attachments so clients receive everyt
How to Use Document Expiration in Bizura Documents
This article explains how to use the Document Expiry feature in Bizura. This functionality enables users to define a specific expiration period for documents, after which they can no longer be signed. It is designed to help teams manage time-sensitiv
How to redirect a user to a specific page after signing a contract?
You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the Document. This helps create a seamless, branded experience—whether that’s showing them a thank-you page, l
Documents & Contracts: How to automate sending invoices when documents are signed
We are excited to introduce
Automatically Generate Invoices from Signed Documents & Contracts
Make it easy for clients to
Split Columns Support: Documents & Contracts
Link Custom Values to Text and Date fields: Documents and Contracts
Documents & Contracts Templates with Opportunity Custom Values
In Document & Contract Templates you can include Opportunity Custom Values using merge fields.
How to Track Activity for Documents and Contracts
How to Configure and Accept Tips on Invoices
Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
How to Use Documents and Contracts in the Mobile App
How to Share Documents and Contracts Templates
Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the other sub-accounts.
How to Set Signing Order for Recipients in Documents and Contracts
Easy Management of Documents and Contracts within Contacts
Workflow Trigger - Documents & Contracts
This article explains how to use the “Documents & Contracts” workflow trigger to automate actions based on document status. Whether a document is sent, signed, viewed, or completed, this trigger allows you to kick off automated workflows like sending
How to Create and Send Document or Contract Templates Automatically in a Workflow
This article will show you how to create professional document or contract templates — such as proposals, estimates, or service agreements — and send them automatically using workflows in Bizura. You’ll learn how to build templates, insert custom dat
Multiple recipient support on Documents & Contracts
In your sub-account, navigate to
Documents & Contracts: Email Templates and Team Notifications Setup
Learn how to customize client-facing email templates and configure team notifications in Documents & Contracts. This article walks you through setting up personalized messages, inserting dynamic custom values, and ensuring your team stays informed ab
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