Generating documents from a deal
Create agreements, invoices, and letters straight from the deal card: pick a template and a seller company, review the merged PDF, and track its status.
Generate documents from deals and collect legally binding e-signatures.
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Create agreements, invoices, and letters straight from the deal card: pick a template and a seller company, review the merged PDF, and track its status.
Send a generated document to the client for a legally binding electronic signature via SignWell, and track every step — sent, viewed, signed — right on the deal.