How to Use Documents and Contracts in the Mobile App

Create and send documents and contracts effortlessly using your predefined templates on the Stack mobile app!

Note: To utilize documents and contracts on the mobile app, ensure your templates are saved on the Stack web platform. Currently, the mobile app does not support creating documents from scratch.

Getting Started

1. Open the Mobile App: Launch the Stack mobile app and ensure you have the correct account selected.

2. Navigate to Documents and Contracts:

   • Use the left-side navigation bar to find and tap on Documents and Contracts.

3. Explore Your Documents:

   • In the All Documents section, you can view your draft and sent documents.
   • Switch to the Templates tab to see all your saved document templates.

Creating and Sending a Document

1. Start a New Document:

   • Tap the floating “+” button located at the bottom right corner of the screen.

2. Add Contacts:

   • Include the necessary contact(s) for your document.

3. Select a Template:

   • Choose the appropriate document template you wish to send.

4. Optional - Add Items:

   • If needed, add items from the product catalog. This step is optional and can be skipped if you’re not generating a quote or estimate.

5. Review and Send:

   • Carefully review all document details.
   • Once satisfied, send the document via email or by generating a unique link.

Enjoy the convenience of managing your documents and contracts directly from your mobile device with Stack!