Attach the right files to your review packet. Every one is ready to run, and you can adjust it in plain language.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.