Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Match contract signers to fields before sending for signature.
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 record each result.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Turn approved Word agreements into signing requests with assigned fields.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved contracts to signers and note the request on the sales deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Confirm which agreement and signer received the signature request.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Send final contract PDFs for signature and share invitation links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved contract PDFs for signature and return signer 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.
File executed agreements and their signing logs together.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
Match signed agreements to certificates and file both.
Your executed deals end with the signed agreement and signing certificate on the account, plus file links emailed to the deal owner.
Send approved contract PDFs for signature and share their request links.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Assign signer fields and send approved agreement PDFs.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Link each signing request beside its approved agreement.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.