Multi-role Signing in Documents & Contracts
Define up to six signer roles in your contract templates, reducing manual entry and making documents with multiple signers easier to prepare. See how to set them up!
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NOTE: Before using the search bar,
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Define up to six signer roles in your contract templates, reducing manual entry and making documents with multiple signers easier to prepare. See how to set them up!
Documents & Contracts templates help you easily manage agreements with customers; they also provide the space for your team members to fill out their information when needed. Now, you can use workflows to assign these fields dynamically. Let's check how.
Images help your product storytelling and customer retention more than any paragraph can, giving customers a tangible idea of what they will be getting once they purchase the product or service. So, we’ve added the option to include images in your Estimates to help you leverage that power. Come check it out.
Content Libraries help you quickly and efficiently set up your builds, giving you an easy way to access consistently used assets. Knowing the effectiveness of having this access, we’ve added it to the Documents & Contracts. Let's learn how to use it!
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