• Contracts

  Generate professional contracts from proposals or create standalone contracts. Manage contract lifecycle and e-signatures.Some readers

• Proposals Overview

  Create professional proposals, send them to clients, and track their status. Convert proposals to invoices when approved.Few readers

• Templates

  Use reusable templates for proposals, contracts, invoices, and other documents to save time and maintain consistency.Few readers

• Merge Codes Reference Guide

  SWELL uses merge codes (also called template variables) to automatically insert dynamic data into proposals, contracts, invoices, and email templates. Type {{ in any supported editor to trigger the variable picker. How Merge Codes Work Merge codes use double curly braces with dot notation: {{category.field}} When a document is generated or an email is sent, SWELL replaces each merge code with the actual data from your records. If a field is empty, the merge code is replaced with a blanFew readers