Send contracts directly to the other party via email. Track when they open it and when they sign.
From your Contracts list, click on any contract with Draft status. Or use the Send step in the AI Wizard.
Click the "Send" button. An email composer appears with:
Edit the subject and message as needed. The email will include:
Click "Send Email". The contract status changes to "Sent" and the recipient receives the email immediately.
Track opens and signs
Resending
Plan availability