Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Prepare warm replies to buyer and seller introductions for review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Contact buyers or sellers when a deal reaches a follow-up stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Send approved deal agreements for signature and note when they went out.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved purchase agreements to buyers and sellers for signing.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved deal agreements to clients for signature and share 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.
Send approved deal PDFs to the named buyers and sellers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.