Documents and Contracts
Multiple recipient support on Documents & Contracts
This article introduces the ability to send a single document or contract to multiple recipients, each with their own signature fields, rather than being limited to one signer. In addition, it lets yo...
Updated 8/13/2026
Documents & Contracts: Email Templates and Team Notifications Setup
Learn how to customize client-facing email templates and configure team notifications in Documents & Contracts. This article walks you through setting up personalized messages, inserting dynamic custo...
Updated 8/13/2026
How to use Documents & Contracts?
Documents & Contracts in RYB Platform allows you to create, send, and track professional contracts, proposals, and estimates directly inside your CRM. With templates, PDF uploads, e-signatures, paymen...
Updated 8/13/2026