Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Confirm when managers receive approved agreements for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send finalized contracts to the listed signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Send approved contracts for signature and log each request on the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Keep approved contracts moving through the agreed signing order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved contracts for signing and report who was invited.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved agreements for signature and confirm who was invited.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Confirm the signer route before sending approved contracts.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Track sent contracts and see which signers still owe a signature.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Send approved agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.