Send contracts to sign from DealFuse

Where it is

In DealFuse, Send for Signature in the left menu opens DealSign. From there: Get Signatures sends a contract out, Sign a Document signs one yourself, and Use a Template reuses a contract you send often.

Starting from a lead

On a lead's record, the contract button starts a document with the seller's name and email already in as the first recipient, and the property in the subject. You add the file or run Auto Offer, and send.

Keeping track

Every document you send is listed in Agreements with its status. Resend a link, void a document, or download the signed PDF from its page.

The help-center article with screenshots →