Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Record signature request links on the right client cases.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send the approved agreement and record which version went to signers.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.