Draft, send for signing, and store every agreement in one place.
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Outreach engine
Connection to the prospecting, email, calendar and calling workflow. Nothing here places calls or sends email.
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New invoice
Removes the 10% GST and swaps in the international (SWIFT) bank details.
e.g. their accounts team, or a colleague.
Preview
This is exactly what the client will receive.
Send this invoice?
✓
Invoice sent
New client
For someone who contacted you directly, by phone, email, or referral.
Next yes
Record what the customer has explicitly agreed to do next. Leave blank rather than guess.
Mark Closed won
Closed won needs the executed agreement. Pick it from the Contracts repository to link it to this client.
Shows countersigned contracts and stored signed copies that are not linked to another client.
New integration key
For the Apps Script adapter. The key is shown once.
Copy it into the Apps Script project's Script Properties as CRM_API_KEY. It will not be shown again. Never paste it into the sheet or a chat.
New contract
Draft an agreement, then send it for signing.
Pick a business from your pipeline, or choose "External / not in the CRM" to type one in (e.g. Draws4Good, Motor Culture Australia). No CRM record needed.
Markdown: # Heading, ## Sub-heading, - bullet. Ask me in chat to draft the full agreement and it will appear here ready to review.
Preview
This is the document the counterparty reviews before signing.
Countersign
Draw your signature
Signing links
Copy any signer's link to send it to them directly.
Upload a document
What would you like to do with it?
"Get it signed" places signature fields and routes it to signers. "Store" just keeps a copy on the record, no signing.
Upload a PDF to sign
Choose a PDF, then place signature and text fields on it and assign each to a signer.
Template
Add the signer roles below (e.g. Client, SOTA Platforms) and place their fields. No emails - you fill those in each time you use the template.
Add signers and place fields to get this signed. Add no signers and just Save to keep the document on file.
Signers
Place field for -
Pick a signer, choose a field, then click on the document to place it. Drag to move; click the red dot to remove.
Sender (your side)
CC on the signed copy
When everyone has signed, these people are also copied on the completed document email. Separate multiple with commas.
Store document
This document will be saved to your repository for record-keeping. No signers, no signing. Give it a title above and click Save.