File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was 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.