Customer agreement template

Mike Trevor

Is there an option where I can sent my clients and agreement for them to sign generated from a template using clients info?

Alex Stueber

Hello @Mike Trevor . 

I think it's just about to go out! Link:

However, you can use other tools to do that too. You could use Zappier/or Integromat to connect with Pandadocs for example.

If you have any question don't hesitate to get in touch.

Cheers,

Alex

Mike van der Valk

Hi @Mike Trevor 

Indeed! As @Alex Stueber mentioned we're working on it as well as there are third party solutions.

Check out these articles:
Sales documents
E-signatures