File signed agreements, keep order receipts, bundle handoffs. 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.
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.