Sending an agreement is easy! Just navigate to a lead’s or account’s detail page. Then, click the Action drop-down and choose Generate Agreement to get started.
Agreement Name: Enter the Agreement Name.
Select: Choose the agreement template from the dropdown list.
Generate: Click on Generate to complete the procedure.
Once you click on Generate, you’ll get a pop-up:
From here, you can send the agreement in any of the three ways: Email, FAX and DocuSign. Or else, you can also cancel the process.
Please Note
You can view all the generated agreements for respective leads and accounts from their details page itself. The generated agreements appear in the sub-panel under the Library section of the the details page.
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