With Agents, Account Executives have more time to build trust and move deals forward.
Send approved sales agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved deal agreements to customers and share signing links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Send approved sales agreements to customer signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send approved deal agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.