Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Email job notes and attached files to named project contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Send new clients the signed project scope and a link for shared files.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Send approved project handoff notes and files to each site contact.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Send approved subcontract agreements to signers and link requests to the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Send approved project contracts to signers in the required 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 subcontract agreements to each subcontractor.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send approved project agreements to the listed signers and note the request.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved bid proposals to prospects and confirm what went out.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved build contracts for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send approved subcontract agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved subcontract agreements for signature and return signer 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.