Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Send final transaction agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Combine transaction documents in order and message the PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Pair executed deal agreements with their signing history.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Send approved client agreements for online signature.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send the approved purchase agreement to its signers and save the link.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
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 links to signed agreements and signing proof in the deal room.
Your signed purchase agreement or signed buyer agency agreement lands in the right deal room, and the Agent gets links to the final documents.
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.
Send approved property agreements for signature and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.