Request missing approval evidence, route requests to reviewers. Every one is ready to run, and you can adjust it in plain language.
Screen new job leads before they enter the outreach list.
Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.
Send approved customer agreements for signature and update sales.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Log signature requests against approved customer renewals.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Update the weekly prospect queue with checked email addresses.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
Send approved deal agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send customer contracts to signers and confirm their invitations.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Send approved customer contracts and keep signing links on contract tickets.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Reopen approval when customer contract terms change before signing.
Your contract manager gets a fresh approval review for changed terms, with the earlier decision linked and signing on hold.
Send approved customer agreements and log invitation results.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send approved customer agreements and note the request on the task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Route revised fees or scope to reviewers set by account rules.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Send approved deal PDFs for signature and record each send on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.