Using the LeadConnector Mobile App: Documents & Contracts

Key Features and Benefits

Documents & Contracts lets you work faster from your phone—without losing the structure you built in the desktop/web app.

• Create and send documents from mobile using saved templates
• Access templates created in the BizStackPro web/desktop app
• Send documents via email or a secure, unique link
• Add product catalog items to quotes, estimates, or contracts (when enabled)
• Track drafts and sent documents in All Documents
• Collect in-person signatures directly on your device
• Organize files inside each contact record using Docs & Files

How to Use This Feature

Use the Documents & Contracts section to pick a template, attach a contact, optionally add products, then send it out.

1. Open the app and go to Documents & Contracts from the menu.
2. Review drafts and sent items under All Documents.
3. Open Templates to see your saved templates.
4. Tap the + button to create a new document, select a contact, and choose a template.
5. (Optional) Add items from your product catalog for quotes/estimates.
6. Review the details, then send by email or generate a secure link.

Template Requirement (Mobile Limitation)

Mobile creation typically starts from templates—so set up your templates in the web/desktop app first, then reuse them on mobile.

• Create and save your document templates in the desktop/web app.
• Include any required fields (signature blocks, product tables, terms, etc.).
• On mobile, select the template and fill in the contact-specific details.

In-Person Signatures

Collect signatures on-site by opening a published document on your phone and letting the recipient sign directly on your screen.

• Build a template with signature fields in the web/desktop app.
• Publish the template so it’s available to send and sign.
• On mobile, open it from All Documents and choose View as the recipient.
• Hand your device to the signer to capture their signature on-screen.

Docs & Files Tab

Each contact record includes a Docs & Files area so you can keep important files attached to the right client—right where your team expects them.

• Common folders include Internal, Sent, Received, and Custom Fields.
• You can upload multiple files at once (upload limits may vary by account/configuration).
• Preview and browse documents directly inside the mobile app.

Pro Tips

• Save templates in advance: Mobile documents typically start from web/desktop templates.
• Review before sending: Double-check recipients, products, and signature fields.
• Use unique links: Great for clients who prefer direct access without email back-and-forth.
• Organize regularly: Keep templates and drafts up to date so mobile sending stays fast.