A solid first send: brand on the company, one client, one proposal with pricing, then a share link.
[New-document-chooser] From the dashboard or Documents, use New document, Draft with AI, or start from a template.
Checklist
- Company with name and colors (logos if you have them).
- Client with at least a name (type them, CSV / CRM / Contacts, or a form webhook). Email is needed for in-app send; link-only share works without it.
- Document: correct company and client, title, currency, pricing.
- Enough blocks to send: cover or title, short scope, pricing that matches the total, How to pay, short terms, CTA or signature if you want Accept / Sign.
- Preview Website and Document.
- Share on → copy link or email.
Enough content
Prefer variables ({{client_name}}, {{project_total}}) over typing the same name twice. project_total is the pre-tax sum of pricing lines. Do not paste the grand total into that field or tax can double.
There is no {{currency_symbol}} variable. Use {{currency}} (USD, PHP, …) next to money vars.
Before share: fill required variables or mark blanks optional. Share readiness lists what is missing.
Preview before Share
[Preview-document] If the screen looks right and the PDF looks empty, you checked Website and skipped Document. Letterhead, density, and font only show on paper.
Share
[Share-panel] Turn sharing on to create the public URL. Optional: password, expiration, mute alerts, view-only vs accept/decline.
No mailbox? Copy the link and paste it in your own mail app.
Same day extras
| Goal | Where |
|---|---|
| Take payment on the link | Processors, then How to pay |
| Deposit / final split | Billing Payment schedule (keep Pricing as the full fee) |
| Import a client list | CSV / CRM / Contacts |
| Form → draft | Webhooks (Team+) |
| Alerts in Slack | Messaging |
| Reusable legal | Sections |
| Team | Settings → Members |
| MFA | Account → Security |
Next reads: How the workspace fits together, Documents hub, Preview, Share and send.