Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements for manager signature and confirm the request ID.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Place signature fields and send final agreements to each signer.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Send each approved agreement to its signer and flag exceptions.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send the approved agreement and log the request on its handoff task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved agreements to signers and return their links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Turn final agreement handoffs into sent signature requests.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
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.
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.