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Common issues

Short fixes for the problems that block a send.

Cannot leave setup

Add a company first. Skip email with Use share links for now.

Share or PDF is blocked

  • Confirm your login email (Continue anyway still blocks send).
  • Fill required Vars or mark them optional. Check Share readiness.
  • A cover that shows client details still needs client_name and client_email.

Send to client is blocked

Connect Gmail, Outlook, Zoho, or SMTP. You can also copy the link and send it yourself.

Logo looks fine on screen, wrong on PDF

Check Preview → Document and letterhead. Custom images: at least 800px wide (~2480px recommended). Use the wordmark for paper.

Variables block share

Empty required tokens. Use {{key,require:off}} for blanks that may stay empty. Write-in {{line:N}} does not block share.

Wrong brand on the doc

Document settings → choose the right company.

Emails sound generic

Settings → Email → Email templates. Use a custom note on Share when one send needs different wording.

Convert is missing

  • Project total must be greater than zero.
  • Proposal / quote must be accepted to become an invoice.
  • Invoice must be accepted or paid / partial to become an acknowledgement.
  • Acknowledgements have no further convert.

Due note still says 50%

Click the Payment schedule chip again (40 / 60, Pay in full, …). The Due note updates and keeps a trailing custom sentence. Reload the builder if you opened the doc before that behavior shipped.

False “Proposal viewed”

Staff Preview does not count. If a reminder and a view share the same timestamp, an old outreach email may have included the public link. Current outreach uses the builder URL only; scanners are ignored.

Needs attention but they “must have opened it”

Needs attention usually means the document is still unopened after your reminder period. Older records may also include a false view caused by an email scanner. It does not mean the document copy is out of date.

Columns stacked on paper

They should stay side by side on print and Website. Only Mobile / phone share stacks. If paper stacks, you are not in Document preview, or the block is not Columns.

Find highlight invisible

Find paints a muted amber overlay on matches. Close Find to clear it. Write-in tokens are included in the match count.

Trial ended

You can log in and view. Upgrade to share again. Billing shows any share grace date.

CRM sync created duplicates

Match on email when you can. Webhook upserts should send a stable external_id. Push to CRM is optional and off by default. Turn it on only if you want form intake written back.

Google Contacts imported too many people

Contacts are not auto-selected. Use a filter, then Select all visible. Only visible selected rows import.

Integration card missing or Connect fails

A platform admin may have disabled the provider. For OAuth, the redirect must be {app}/api/integrations/oauth/callback. For Stripe / Dropbox Sign, the webhook URL must be publicly reachable. See How integrations work.

Draft with AI does nothing

Connect ChatGPT, Claude, or Gemini. That is separate from Incoming Webhooks (which create clients, not prose).

Accept did not create an Asana / Trello card

The document must be accepted, not only viewed. Confirm the project integration is still Connected and pointed at the right list. Guide: Projects.

Book a call missing on the share page

Connect Calendly / Cal.com / Google Calendar and check Preview → Website. Some docs can hide the booking CTA. Guide: Scheduling.