How to Streamline Your Workflow: Contracts & Invoices Automation in Pulse Growth

of invoices after document completion in Pulse Growth.
Navigate to the Payments tab and access Documents and Contracts.
Understand the options for creating new templates or uploading PDF files for contracts.
Learn to manage documents in Draft, Waiting for Others, and Completed sections.
Modify customer and team notifications, and enable automatic invoicing in Product Invoicing settings.
Step-by-step guide on creating a proposal, adding recipients, and using template elements.
Instructions on generating and sharing contract links for client signatures.
Process of receiving notifications for signed proposals and automated invoice emails.
Ensure a seamless experience for clients to view and pay invoices online.
Reach out for any questions or further assistance.
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