Agreements

Finalize your contracts with the speed and professionalism your brand deserves. This module transforms the final step of your proposal process into a seamless, digital experience for your clients.

  • Seamless Document Execution: Upload your custom contracts or agreements and send them directly to clients for a secure digital signature.

  • Reduced Friction: Eliminate the "print-sign-scan" cycle, allowing clients to sign from any device, anywhere in the world.

  • Automated Tracking: Monitor the status of your agreements in real-time—know exactly when a document has been viewed and when it’s been finalized.

  • Secure Document Vault: Automatically store signed agreements within the project files for a permanent, organized record of every approval.

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Feature Request

Date

20 days ago

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