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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.
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.
Send approved agreements to the signer named on each intake.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Check required signers and send approved agreements for signing.
Your signers receive the service agreement by email, and you can find its signing link in the client project.