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Add value to a document

In this article, you will know how to add value to your documents and get valuable statistics on your pipe worth!

To add a value:

  1. Go to a contract. Click the three dots menu icon > Set value.
  2. Enter the value and click Confirm.


The number of contracts and values depend on the dashboard filters and the selected period.

The statistics will show on your dashboard.


  • The country set on account level determines the workspace currency. You can set the country on the Workspace branding page. 
  • If you set a period with an end date earlier than today (for example, "previous month"), no statistics for the contract number or value will be shown under Overdue. Since the expiration date could have been changed, our system cannot track it.

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