Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Send approved contracts for signature and keep request links with each ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Keep signed agreements and signing certificates together on each matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Pair final contracts with missing signing certificates.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Check the approved version before sending agreements for signature.
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 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 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.
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.
Send approved agreements and link each signing request to its source.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Send approved agreements after checking every required signer.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Check the signer and prior sends before emailing the final agreement.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.