Documents

Sample document registry for the Dottie CRM template — drafts and sent docs. Click a DOC # to open the PDF in a new tab. Playbooks & Templates — new proposal, contract, change order, invoice →

Customer name, document number, or JP job number.

Newest first (by document number) · 3 documents · 4 versions

Doc #	Type	Customer	Job #	JP job #	Amount	Status	Sent (ET)
D-10000003-v1Draft	Proposal	Sample Customer F	C-101003-01	DEMO-2403-01	$18,450	Draft	Created Oct 22, 2026, 10:00 AM EDT
D-10000002-v1	Change order	Sample Customer E	C-101002-01	DEMO-2402-01		Ready	Finalized Oct 18, 2026, 8:00 AM EDT
D-10000001-v2	Proposal	Sample Customer C	C-101001-01	DEMO-2401-01		LatestAcceptedReady🔒 Locked: Accepted by the customer Oct 21, 10:05 AM. Make changes in a new version.	Finalized Oct 20, 2026, 11:00 AM EDT