Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements for signature and record the request on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
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 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.