Documents
Build proposals, contracts, and combined documents
Understanding Document Types
The difference between proposals, contracts, and combined documents, and when to use each.
Building Proposals
How to build a proposal in Gilded using the document builder, sections, merge fields, and preview.
Building Contracts
How to build a contract in Gilded with signature blocks, initials, and binding agreement sections.
Sending Documents
How to send proposals and contracts to clients, what they receive, and how to track status.
Working with Templates
How to browse, fork, and create document templates so you can build proposals and contracts faster.
The Section Library
How to use built-in and custom sections to assemble your documents quickly.
Using Merge Fields
How merge fields automatically fill in client names, dates, and pricing throughout your documents.