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Access Denied Message

If you are seeing the Access Denied Message, you are attempting to use mainflow E-Signature...

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Add Custom Message to Email Feature

Adding a custom message to your email invitations is an excellent way to add a...

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Add Project

You can create a Project from a Deal single by the Move to Project button but you...

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Add Deal

You can create a deal from a single lead using the Add to Deal Pipeline...

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Add Lead

Leads can be added manually or through our contact form integrations. This means that when...

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Add Package

Please note that this feature is not available to users on the freelancer plan. You...

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Add Contact Organization

For leads, deals, estimates, and invoices, there is always a contact associated with each. While...

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Add Contact Person

When you crete Lead, Deal, Estimate, Invoice, Project, etc then a contact will be created....

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Add Client

When you create a project under a contact, that contact will be considered a client....

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Adopting Your eSignature and eSign Contract

To adopt your signature and sign a document, click Sign Here to open the signature...

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Basic Extensions for the Plus license

What are the Basic Extensions that come with the Plus license? Extensions unlock the power of...

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Board Menu/Settings

Mainflow offers a comprehensive menu for managing your boards, providing you with options to customize...

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Boards View 

Mainflow provides three dynamic board views, each designed to help you manage and analyze your...

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Booking Details

The Booking section in Mainflow contains all the information about your reservations. You can also...

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Bookmark Tickets

Mainflow allows the support agents to Bookmark their tickets to find them easily on the...

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Bulk Action in Tickets

Mainflow allows you to perform various Bulk actions e.g., replying to multiple tickets at once, closing or deleting...

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Business Settings

As an Email Marketing Application, It is necessary to have business details and a logo...

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Blogger

How To Auto-Publish And Schedule Posts On Blogger Option 1: Use the Mainflow Standard App to...

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Create and Send a Basic Document

There are two types of documents you can create with mainflow E-Signature: the basic document...

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Connect Mainflow E-Signature to Google Drive

When an E-Signature document has been successfully signed using your website, a copy of the...

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Checkboxes

Summary The Checkboxes field allows you to present one or many checkboxes which allow multiple selections. It is...

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Conditional Sections in Email Editor

Mainflow now includes an exciting new feature—Conditional Content Blocks! This allows you to personalize emails...

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Content Blocks in Email Editor

Paragraph Below is an example of a Paragraph Element: Lorem Ipsum is simply dummied text of the printing...

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Compose Email in MainFlow

Table of Contents• Email Editor• Email Styling Settings• Template Type• Simple Boxed• Plain Centered• Plain...

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Campaign Summary & Actions

After running an email campaign, you can view detailed statistics about the campaign from the...

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Capturing Leads Remotely

MainFlow Forms integrate seamlessly to manage subscriptions and contacts from opt-in forms, covering both the...

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Create Invoice

To create an Invoice just go to Dashboard Click on mainflow > Invoice Click on Create New Invoice or Let’s Start Creating button Then it will move...

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Create Estimate

To add an Estimate just go to the Dashboard Click on mainflow > Estimate Click on Create New Estimate or Let’s Start Creating button Then it will...

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Document Portal for Mainflow E-Signature

The Document Portal add-on for mainflow E-Signature can transform your website into a powerful client...

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Drop Down

Summary The Drop Down field allows users to select one option from a list. It is available under...

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Deal Settings

From this page, you can create new deal statuses, edit them, arrange them according to...

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Deal Details

To go Deal details just go to Dashboard Click on Mainflow > Deals. Click on a single Deal After...

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Download

To Download an Estimate/Invoice just go to Dashboard > mainflow From an Estimate/Invoice go to Preview & Share tab Click on the Download button. Then will appear a print...

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Daily Reminder Settings

In Mainflow, the General Settings section allows you to set up automatic task reminders for...

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Dashboard Overview

When you log in as an Administrator or regular user in the Mainflow plugin, the...

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Dropdown Field in Mainflow

The Dropdown menu is essentially a list that appears usually whenever a button is clicked. This allows...

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Dynamic Field in Mainflow

With the mainflow Dynamic Fields, you can create a dynamic section in your Forms that...

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Dashboard Overview

This article will give you an overall tour of mainflow’s Dashboard to make your journey smooth and easy...

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Exporting PDFs with Different Languages

We love speed and performance! Because of this, we are currently saving PDF agreements only in...

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Email Sending Issues

If E-Signature emails are not being sent, the first thing you'll want to do is...

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Email Sequence

Table of Contents Create New Email Sequence Add New Sequence Email Email Sequence Subject Compose Email Import Email Template SmartCode Delivery Schedule Delay Time...

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Email Campaigns

Table of Contents• Create a New Campaign• Compose Email• Import Existing Email Template• Subject &...

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Email Templates

Table of Contents • Creating a New Email Template • Sending a Test Email from Email Templates •...

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Edit Invoice

To edit Invoicejust go to Dashboard Click on mainflow > Invoice Click on the Action button. Click on the Edit option.

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Estimate Settings

To Edit Estimate Setting just go to Dashboard Click on Propovoice > Settings Click on the Estimate tab Click on the Sub tab which section you...

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Edit Estimate

To edit Estimate just go to Dashboard Click on mainflow > Estimate Click on the Action button. Click on the Edit option.

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Exporting Leads

Since we don't have a bulk emailing feature, you can download the lead data and...

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Email Settings

To Edit Email Setting just go to Dashboard Click on mainflow > Settings Click on the Email Template tab Click on the Sub section which section...

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