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Everything you need to know about using CloudSpot's CRM

CloudSpot Studio

Save a signature in your Branding Settings to be automatically applied to your Contracts

Save a Contract Signature

Add a personal touch to your Client Project Portal!

Customize the Client Project Portal

Add custom branding for Contracts, Invoices, and Questionnaires

Customize Your Studio Branding

Manage your settings and branding in Studio

Studio Settings

Save a reusable Template to make sharing Contracts easy!

How to Create a Contract Template

How to create and save a Questionnaire Template.

How to Create a Questionnaire Template

Create and save prewritten templates to make emailing clients easy!

Save Email Templates in Studio

Create and save templates for Contracts, Invoices, and Questionnaires

Templates

Create a project for easy document organization and sharing with your client!

How to Create a Project

Project Quick Actions

Keep track of client activity in each of your Projects - know the exact date and time your client views and completes assigned documents!

View Project Activity

Keep things organized on your dashboard by archiving past Projects.

How to Archive a Project

Keep all your client's files in one centralized location

Projects

Learn more about Contracts, Invoices, and Questionnaires

Studio Documents

How to create and send a stand-alone Contract to your clients.

Create a New Contract

Keep track of the status of your shared Contracts - when your client receives, views, and signs it!

View Contract Activity

How your client can view and sign their Contract online.

How Does My Client Sign a Contract?

How to sign a Contract that's been shared with your client.

How Do I Sign a Contract?

What are Smart Fields and how do they work?

Smart Fields

Contracts

How to create and send a stand-alone Invoice to your clients.

Create a New Invoice

Learn more about payments and processing fees on Studio Invoices.

Invoice Processing Fees

What to do if your client's ACH payment fails

Failed ACH Payments

Learn how to issue a refund on payments received in Studio.

How to Refund a Payment

How Do I Remind a Client Their Payment Is Due?

How to record a payment made outside of the Invoice payment portal.

Can I Add a Manual Payment?

Discount an Invoice before sending it to your client!

How to Add a Discount to an Invoice

Send Invoices in a flash by saving a Template!

How to Create an Invoice Template

Invoice Payment Status

How to create a payment schedule for your client's Invoice.

Payment Schedules

Invoices

How to Create a New Questionnaire

Questionnaires

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❤️  Follow us on Instagram

Blog

Community

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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