📄 Documents
The Documents section in Tenziv helps you manage proposals, quotes, and contracts efficiently. You can define document types, set a default, and streamline how your team creates and sends documents to clients.
📌 Default Document Type
Set the default type of document your team will use most often.
Example:
Proposal
This type will be pre-selected when users generate a new document but can be changed as needed.
📂 Document Types
Document types help categorize and organize the materials you send to leads and clients. You can create as many types as your workflow requires.
Your current types include:
| ID | Label |
|---|---|
| 1 | Proposal |
| 2 | Quote |
| 3 | Contract |
🔧 Click Create Document Type to add additional categories like NDAs, Service Agreements, or Briefing Notes — depending on how your business operates.