Agents for construction help businesses keep projects moving from bid through build.
File signed client agreements and email the team both links.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Send each new client their kickoff details and preparation.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
Put the signing link and send confirmation in the client project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send approved client agreements and copy their owners.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.