You can send agreements to leads and accounts from their respective details page.
- Click on Generate Agreement from the Action drop down in the leads/accounts details page.
- Type in the Agreement Name.
- Choose the agreement template from the drop down.
- 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.
- Click on Cancel to stop generating the agreement.
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.