I want to create a brochure file—how?
I want to create a brochure file—how?
To create a brochure, create a smart file and add a services block. From there, customize your services block as needed. You can make the services view-only, or allow your clients to select what they'd like to purchase.
Can I have my clients' service selections auto-populate in an invoice and/or contract?
Can I have my clients' service selections auto-populate in an invoice and/or contract?
Yes! If your services block exists in the same file as your invoice and contract, you can set your file up so that your clients' selections dynamically pull into additional areas of the file. Learn more here.
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