Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
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.
Move approved agreement PDFs from email handoff to signature request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
Send approved agreements to named signers and notify their owners.
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.
Send approved agreements for signature after checking recipients.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.