Sending a bundle is a great way to increase booking efficiency. Your recipient receives all of the items in one professional and branded email, with links to view and take action. No client account signup or portal needed. No emails landing in spam. No pdf contracts.
Below is a video tutorial detailing the document bundle process
Step by step instructions for sending a document bundle
From your RPC account, you have 3 ways to initiate your bundle:
From your Dashboard: Click the "New" button
From your Leads page: Click the "New Lead" button, then "Documents"
From your Clients page: Click the "+ Client" button
When you're viewing the modal, enter the recipient information and select the documents you would like to send. You may select 1, 2, or 3 items.
If you select all 3 items, you will generate the proposal, contract, and invoice in that order. If you select proposal and invoice, you will generate the proposal, then the invoice.
4. Click "Update & Send"
Document Bundle: Building a Proposal
Enter proposal name/title and due date.
Note, automatic reminder emails will send to you and your recipient based on the due date entered. If you don't want any emails being sent, deselect the "Send email notifications to customers" field. Important; when this field is deselected, no email will be sent and you will need to copy the document shareable link and send another way.
Determine how you would like to generate the proposal:
Upload a file in .pdf, .jpg, or .png format (you won't be able to make changes to this file once it's uploaded)
Access previously created proposal templates
Connect your canva account to select from your canva designs
Make edits (if applicable) to your proposal and click "Next"
Document Bundle: Building a Contract
Enter an additional signer, if desired
Select a countersigning team member, if desired
Determine how you would like to generate the contract:
Upload a file. Accepted file types include .doc, .docx, ,pdf (you won't be able to make changes to this file once it's uploaded)
Use a template. For details about creating contract templates, click here. Or reach out to our team - we're happy to help set templates up for you!
Click "Prepare"
Select the "Signer" who should interact with the field and then drag the fields from the left side menu to the appropriate spot on your contract.
If you would like to fill out a field prior to sending the contract, select the "Me Now" signer role and drag over a field to the contract. For example, inputting a price or payment schedule that will vary from client to client is a perfect use case for the "Me Now" role. To enter a price, drag a "Textbox" to your contract, enter the amount, then "enter" or click outside of the textbox to save. Any fields input in the "Me Now" role will display to the recipient.
Fields entered for the company signer role, will not display to the client. They are "countersignature" fields and will be filled out after your client(s) have completed their fields.
Click "Agree and Send"
Document Bundle: Building an Invoice
Enter your line items, rate, quantity, and tax
Input invoice notes, and include an attachment, if desired
Determine the number of payments (installments) you would like to break the total into, title your installments, and enter due dates. The installments will automatically divide the payments equally but you can adjust the amounts by typing in custom amounts or percentages next to each installment
4. When your installments match the invoice total, you'll see a "Remaining balance" of $0.00
5. Click the arrow next to the send button to customize the email copy your recipient receives.
6. Click "Send". Your recipient will receive a fully branded email with links to view and take action straight from their email! You'll receive notifications when they accept, sign, or pay. You can see additional details (when items are viewed) on the Activity tab in their client profile