Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements for signature and file signed copies with proof.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved contracts for signature in the agreed order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved agreements for signing and report exceptions.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send approved agreements for signature and keep the handoff current.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved agreements for signature and record each invitation on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send the final agreement to its signer and confirm the request ID.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Send approved contracts for signature and report invitation links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Turn final agreements into signature requests and confirm what went out.
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 each executed contract and signing log in final files.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
Keep final agreements and signing certificates together on accounts.
Your executed deals end with the signed agreement and signing certificate on the account, plus file links emailed to the deal owner.
Turn approved contracts into signature requests and notify their owners.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Assign fields and send approved agreements for signature.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.