Alexa Best Small and Medium Business CRM Software - ConvergeHub

Deal Module Send Agreement Functionality

Users can generate and send agreements from ConvergeHub Deals section to enhance productivity, reduce human error, and ensure fast communication.

  • Click on a Deal from the Deals Listing Page.
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  • Click on Generate Agreement in the Action dropdown.
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  • Choose the Agreement Template.
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  • Click on Generate. (Generated agreements will be listed in the sub panel of the Deals Details Page, in the Library section).
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  • Send the Agreement to the related account via Email/FAX/DocuSign. (Sent agreements will be listed in the sub panel of both the Deals & Accounts Details Page, in the History section).
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