The Documents and Contracts widget shows where your sent proposals, contracts and agreements stand, and the Lead Source widget shows where your opportunities come from. Together they tell you which client to nudge today and which marketing channels are worth more of your budget.
In this guide you’ll learn how to:
- Read the two groups in the Documents and Contracts widget
- Follow up on documents that are unsigned or unopened
- Read the Lead Source donut chart
- Spot leads your team hasn’t tagged with a source
What does the Documents and Contracts widget show?
Documents and Contracts shows the current status of the documents you have sent, such as proposals, contracts and agreements, grouped by state: Sent, awaiting signature and Shared, not opened.
Unsigned contracts mean projects can’t officially start. Documents that haven’t been opened suggest the client may have missed your email. This widget shows you when to follow up.
| Group | What it means | What to do |
|---|---|---|
| Sent, awaiting signature | The client has opened the document but not signed it. | They have seen your proposal and need a nudge. |
| Shared, not opened | The client hasn’t viewed the document yet. | Reach out to confirm they received the link. |
Each entry shows who created the document and when it was sent.
How to follow up on a document from the dashboard
You follow up by checking each group and opening the full list when you need more detail.
- Check Sent, awaiting signature for clients who have seen your proposal but not signed it, and nudge them.
- Check Shared, not opened for documents the client hasn’t viewed, and confirm they received the link.
- Click View all → to open the full Contracts list.
Tip: if a high-value contract has sat in Shared, not opened for more than 48 hours, call the client directly. Your email may have gone to spam.
What does the Lead Source widget show?
Lead Source is a donut chart showing where your opportunities come from: SEO, Referral, Email Campaign, LinkedIn, Events, Website, and any custom sources you’ve added in CRM settings.
Knowing which channels bring in your leads tells you where to put your marketing budget. If 80% of your opportunities come from referrals, doubling down on referral programs will grow your pipeline faster than ad spend.
How to read the Lead Source chart
You read the chart by hovering over each segment to see its share.
- Hover over a segment to see the count and percentage for that source.
- Look for a large segment labelled Other (no source). It means your team isn’t consistently tagging leads.
- If that segment is large, remind your team to set the source when they create opportunities.
Review this data every quarter to guide how you split your marketing budget across channels.
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FAQs
What does “Sent, awaiting signature” mean in OneSuite?
It means the client has opened the document but not signed it yet. They have seen your proposal and need a nudge.
What does “Shared, not opened” mean?
It means the client hasn’t viewed the document yet. Reach out to confirm they received the link, and if it is a high-value contract waiting more than 48 hours, call them.
Why is a large part of my Lead Source chart “Other (no source)”?
Your team isn’t consistently tagging leads with a source. Ask them to set the source whenever they create an opportunity.
Can I add my own lead sources?
Yes. Along with SEO, Referral, Email Campaign, LinkedIn, Events and Website, the chart shows any custom sources you’ve added in CRM settings.
Can I just check the Contracts page instead of this widget?
You can, but the widget saves you the search. It puts unsigned and unopened documents on your dashboard, grouped by state, with View all → one click away when you need the full list.
What to do next
Send documents for signature: Learn how to send a contract to the people who need to sign it with Sending Documents to Parties to Sign.
Tag leads with a source: Record where each lead comes from when you create it with Creating Opportunity.
Arrange your widgets: Add, move and resize these cards with How to Customize Your Dashboard.