Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Send approved advisory agreements to clients and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved engagement agreements to the listed client signers.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Merge engagement proposals and supporting PDFs for account teams.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Send approved advisory agreements for signature and log the deal invite.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Email approved advisory agreements to client signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.