Answer team questions, send notes, open channels. Every one is ready to run, and you can adjust it in plain language.
Add contract terms and file links to the tracker for review.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
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.
Send approved agreements and keep each signing record current.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Send the selected agreement and log its signature request ID.
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.