File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Handle manager signing requests from the shared inbox.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Add flagged appointment emails to calendars and send links for review.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
Confirm client meetings that teammates add to the calendar.
Your clients get clear appointment emails in their time zone, while your coordinator hears about missing details before anything goes out.
Confirm client appointments after checking the email agreement.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
Send approved group mailings and return the marked recipient file.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.