What can a card open?

Another Doc Hub document, a Pacten record such as a quote, proposal or contract, or any link.

What does the Agreement type do?

It is the card for something the reader goes straight on to sign.

2026-10-13

A card is a block inside a document with a button the reader clicks. Use it to put the proposal, quote or agreement right where you talk about it.

Open the menu

In the document, open More actions (···) → Attach a card.

Say what it is

Under What it is, choose Proposal, Estimate, Quote or Agreement. Agreement is the one that goes straight to signature.

Say what it opens

Under What it opens, choose another Doc Hub document, a Pacten record (paste the id of a quote, proposal or contract), or a link elsewhere.

Label it

Optionally set a heading, the button label and the total label, then click Add the card.

What can a card open?: Another Doc Hub document, a Pacten record such as a quote, proposal or contract, or any link.
What does the Agreement type do?: It is the card for something the reader goes straight on to sign.