Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Send approved supplier agreements for signature and update the buyer.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Send approved supplier agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send supplier agreements to the required signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Flag gaps between supplier agreements and contract entries.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Log supplier agreement values and dates from shared files.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Send approved supplier agreements and track signer links on the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Send approved supplier agreements to their listed signers.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
List missing supplier contract files on the original approval request.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Send approved supplier contracts for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved supplier agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
File signed supplier agreements and the matching signing logs.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
Send approved supplier agreements for signature and notify the owner.
Your agreements move from approval to signature requests, and owners get a link to follow signing.