Document Types
Updated over a week ago

Define your document types to build your sales processes.

Document types enable you to establish your sales processes. This way, you can diversify and personalize your document types according to your organizational structure. The document types you create will be displayed in the proposal, contract, and order creation screens.

Add a Document Type

To create document types, there are fields available: 'Code,' 'Description,' 'Sales Document Type,' and 'Is it Default?'

  • Code: You can customize your sales documents by defining a unique code for them.

  • Description: You can name your sales documents.

  • Sales Document Type: You can specify the sales process to which the document type belongs, such as 'Quote', 'Order', 'Reservation' or 'Contract.'

  • Is it Default?: Marking the document type as default specifies the document type to be used if no other document type is specified.


With the "actions" button, you can perform viewing, editing, and deletion actions for your records.

Edit a Document Type

You can update the information related to the document type.

Delete a Document Type

You also can delete document type records.

🔴 Warning

Before the deletion process, make sure that the relevant records are not present in your processes. Deleting records can lead to missing information in your workflows.

💡 Tip

Do you need more help? By contacting Fiona through the chat, you can get expert support.

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