Once you've created a quote or agreement, you'll land on the Edit document page. This is where you build the content your recipient will see, configure signing, set up workflows, and add the people who need to sign.
The editor is organized into four tabs: Content, Status, Workflows, and Recipients. Each tab handles a different part of the document setup.
Build your content
Go to Toolbox > Quotes & Agreements in the left sidebar.
Open the document you want to edit, or create a new one by clicking Add.
Click the Content tab.
Click Edit with Page builder to open the block editor.
Inside the Page builder, you can build your document just like you would a landing page:
Click Add empty row to start adding sections.
Click Add content inside a row to insert blocks — text, images, headlines, buttons, videos, and more.
Click Add saved row to reuse a row you've previously saved.
Use the toolbar at the top to save your work, preview how the document looks, or save it as a template for future use.
Click Save when you're done editing.
Click Exit to return to the Edit document page.
💡 Tip: Click the eye icon (👁) in the top right of the Page builder to preview your document exactly as your recipient will see it.
⚠️ Important: Once at least one signee has signed the document, the content is locked and can no longer be edited. Make sure everything is final before enabling signing.
Enable or disable signing
The Status tab is where you control whether recipients can sign your document. You need to add at least one recipient before you can change the signing status.
Click the Status tab.
Open the Signing dropdown.
Select one of the two options:
Signing disabled — recipients can view the document but cannot sign it. Use this while the document is still being drafted or reviewed.
Signing enabled — recipients can sign the document. Enable this when the document is final and ready for signatures.
Click Save to apply the change.
⚠️ Note: You must add at least one recipient in the Recipients tab before you can change the signing status. Keep signing disabled until your document content is finalized — once a signee has signed, the content can no longer be changed.
Set up workflows
Click the Workflows tab.
Click Enable workflow to attach an automation to your document.
Workflows let you customize the email that gets sent to your recipients — this is the email that contains the link to your quote or agreement. You can edit the message text, subject line, and content of the email your signees receive. You can also click Show workflow to view the current setup, or Manage workflows to edit your workflows.
Add recipients
Click the Recipients tab.
Click Add signee to add the person who needs to sign the document.
Click Add myself
Toggle Enable messages if you want to allow a chat between you and the recipient on the document.
Once a recipient is added, you can see their signing status, send them the document link, add them to your CRM (If not already in your CRM), or remove them from the document.
Save and manage your document
At the top of the Edit document page you'll find:
Title — update the document title at any time.
Save — save your changes (green button, top right).
Delete document — permanently remove the document (red button, top right).
You're all set — your document is now ready to be reviewed, signed, and tracked.
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