> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

> Proposals, invoices, contracts, quotes, and SOWs — one document system, five formats, with PDF render, email send, and optional Google Drive sync.

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    DOCUMENTS
  </div>

  <p style={{ margin: 0, fontSize: "16px", lineHeight: "1.9", maxWidth: "760px", color: "#FFFFFF" }}>
    Every sales document lives in one place — proposals, invoices, contracts, quotes, and statements of work — with the same PDF render pipeline, the same email send flow, and the same audit trail.
  </p>
</div>

## Document Types

ParsaLink ships five document types out of the box. They share one underlying model — the Type field tells the system which status workflow and which template defaults to apply.

| Type         | What it's for                                       | Status workflow                                                                       |
| ------------ | --------------------------------------------------- | ------------------------------------------------------------------------------------- |
| **Proposal** | A pitch / scope for a prospect                      | draft → sent → viewed → revision\_requested → revised → accepted / rejected / expired |
| **Invoice**  | A billable invoice you want a customer to pay       | draft → sent → viewed → paid / partially\_paid / overdue                              |
| **Contract** | A binding agreement requiring signature             | draft → sent → viewed → signed → countersigned → active → terminated                  |
| **Quote**    | A formal price quote, narrower than a full proposal | draft → sent → viewed → accepted / rejected / expired                                 |
| **SOW**      | Statement of Work tied to a contract or project     | draft → sent → viewed → accepted / rejected                                           |

<Note>
  Need a deeper walkthrough of proposals specifically? See the [Proposals](/crm/proposals) page for the AI-assisted proposal generation flow, branding, sections, and follow-up automation.
</Note>

***

## What's the Same Across All Types

Every document — regardless of type — gets:

* **Linking** — attach to an Opportunity, Account, and one or more Contacts.
* **PDF render** — generate a branded PDF on demand (download or send by email).
* **Email send** — pick a recipient contact, customize the message, send via your configured Email account.
* **Status tracking** — when a recipient opens the PDF link, the document status auto-advances to `viewed`.
* **Activity log** — every status transition is timestamped on the entity timeline.
* **Versioning** — edit and resend without losing the original; the previous version stays on record.

***

## Google Drive Sync

Any document can optionally sync its rendered PDF to your workspace's Google Drive.

### How It Works

When you mark a document with `sync_target = google_drive`, ParsaLink:

1. Renders the latest PDF.
2. Uploads it to your Google Drive in a per-tenant folder structure.
3. Stores the resulting Drive file ID + URL on the document.

Subsequent edits push a new revision (not a new file), so the Drive link is stable for sharing.

### Setting It Up

<Steps>
  <Step title="Connect Google Workspace">
    First connect your Google account at **Settings → Integrations → Google Workspace** — the `drive.file` scope is included by default. See the [Google Workspace](/integrations/google-workspace) page for the connection walkthrough.
  </Step>

  <Step title="Enable Drive sync on documents">
    At **Settings → Document Sync**, toggle "Sync to Google Drive" for the document types you want. You can sync proposals but not invoices, for example.
  </Step>

  <Step title="Choose folder">
    Pick the target folder in your Drive. Defaults to a `ParsaLink Documents` folder created at first sync.
  </Step>

  <Step title="Sync a document">
    On any document detail page, click **Sync to Drive**. Watch the status flip from `parsalink_only` to `google_drive`.
  </Step>
</Steps>

### Unsync

To stop syncing a document, click **Unsync from Drive** on the detail page. The file stays in Drive (you can delete it manually) but ParsaLink will no longer push updates.

<Tip>
  Drive sync is one-way (ParsaLink → Drive). Editing the file directly in Drive doesn't write back to the CRM. If you need round-trip editing, use Google Docs from the agent instead.
</Tip>

***

## Choosing the Right Document Type

Most teams pick the type by the use case:

* **Proposals** for the initial pitch (often AI-assisted; see the [Proposals deep-dive](/crm/proposals))
* **Quotes** when you have a more transactional, line-item-driven price-fix
* **Contracts** when signatures are needed (uploads via the Documents API once signed)
* **Invoices** when it's time to get paid
* **SOWs** tied to an active engagement

You can convert a Quote to a Proposal or a Proposal to an Invoice with one click — the document type field swaps, the status resets to `draft`, and the activity trail is preserved.

***

## Documents from the AI Agent

The CRM AI agent can create, edit, and send any document type:

> *"Draft a one-page proposal for the Globex opportunity using the AI Marketing Audit template and send it to John as soon as it's ready."*

The agent calls the `documents` namespace tools, drafts the document, shows you a preview, and only sends once you confirm. See [AI Chat](/ai/chat) for the conversational flow.