Settings

Within the All Documents and Contracts area you can access settings. Inside of settings are:

Customer Notifications - Allows you to set the name and email that notifications will come from, add default cc recipients, and customize the email that the contact will receive when they first receive the document and when they sign the document.

Team Notifications - Allows you to set the name and email that notifications will come from and customize the email that your team member will receive once the document is signed.

Product Invoicing - Allows you to enable direct payment and product invoicing.

Product invoicing makes it so that contacts are sent an invoice for the listed products in the contract once they sign the contract. This is enabled by default, please keep in mind that if you disable this setting you will need to manually send invoices once contracts are signed.

Direct payment makes it so that rather than needing to navigate to the invoice after signing the contract, upon signing the contract, the contact is automatically redirected to the invoice.

Document Settings - Allows you to redirect clients after they sign a document and set expiration dates for documents.