Document templates is an area where you can either use our templates or upload your own documents that your clients will need to fill out based on what package they choose.
Once the customer selects their package from the Roadmap, they will then be prompted to fill out the documents that are allocated here. You can modify the documents at anytime and allocate to as many or as few packages you want.
In order to add a document template, you can use the button in the top right to upload your document and specify the packages that you wanted them allocated to.