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.
- Click on Generate Agreement in the Action dropdown.
- Choose the Agreement Template.
- Click on Generate. (Generated agreements will be listed in the sub panel of the Deals Details Page, in the Library section).
- 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).