Answer team questions, send notes, open channels. Every one is ready to run, and you can adjust it in plain language.
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.
Send approved contracts with signature fields assigned by signer.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Move approved contracts to signature after checking signer details.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Link completed agreements to summaries ready for team review.
Your team gets a contract summary to check, with its link on the agreement row and a review request for the people you choose.
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.
Send approved agreements for signature and flag missing signer details.
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.
Put new agreement terms in a sheet for team review.
Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.