Documents
Documents, tables, templates and signatures in your Pilotie workspace, and how the helper drafts them.
Ask for a price list, a plan or a letter. The helper writes it in your workspace, where you and your team can read and edit it.
- Documents and tables in one workspace.
- Letters, contracts and offers from templates.
- PDF templates: give one example PDF and reuse its look with new data.
- Signatures: a signed PDF returns to Files with a certificate page. Only an owner or admin hands out the link.
A draft is a draft: nothing is sent until you approve it. Templates are not legal advice.