Documents Settings

Explore the settings available for the documents feature, feature to help you create and send documents such as proposals, agreements, quotes with optional digital signature.

Default Document Type

You can select a default document type, the choosen type will be always pre-selected when creating a new document, this option is based on your preference and in most cases, you should select the most used document type in your company.

Document Types

Concord CRM documents feature gives you the ultimate flexibility, you can create different document types for your company and use it in Concord CRM.

The installation comes with few default types, but you can add additional types like "Brochure", "Agreement" etc...

The document types is shown when listing documents, viewing document, etc..., you can easily distinguish the type of document you are looking at.

The document types Contract, Proposal and Quote are the system default and cannot be deleted, as these types in future will be used over the system we don't recommend renaming them to some other name that has a different meaning.