Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Move approved agreements to signature and notify the document owner.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Route approved agreements to every named signer.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send each approved agreement to its assigned signers.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Check required signers and send approved contracts for signature.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Check the signer before sending the approved agreement.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.