Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Check final agreement PDFs before sending each signature request.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Send approved agreements for manager signature and report the request ID.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send final agreements for signature from the intake inbox.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Send approved contracts for signature and keep request links with each ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Check the approved version before sending agreements for signature.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Send approved contracts for signature in the agreed order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved contracts for signature and report invitation links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Turn final agreements into signature requests and confirm what went out.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Assign fields and send approved agreements for signature.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send the mapped agreement to each approved client's signer.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send approved contracts for signature and confirm each request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.