Doco (Documents)
Create and manage professional documents like proposals, contracts, and invoices from a simple editor inside your dashboard. Available on the Free plan.
Detailed documentation for this section is coming soon. Check back for updates.
Overview
Doco is GoConverso’s built-in document creation tool. It lets you draft proposals, contracts, service agreements, and other professional documents without switching to a separate app. The editor provides a clean, structured writing experience with formatting options tailored for business documents.
Once a document is ready, you can share it with clients via a secure link or download it for offline use. Documents are stored in your dashboard alongside the related client record, keeping everything organized in one place.
Whether you need to send a quick quote to a prospect or formalize a service agreement with a long-term client, Doco gives you the tools to do it professionally and efficiently — all within the same platform you use for bookings, invoicing, and client management.
Key Features
- Document editor — Write and format proposals, contracts, and other professional documents
- Template support — Start from reusable templates to save time on recurring document types
- Client linking — Associate documents with specific client records in your CRM
- Shareable links — Send documents to clients via a secure, branded link
- Download options — Export documents for offline use or printing
- Version history — Keep track of edits and revisions over time