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You can send agreements to leads and accounts from their respective details page.

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Image ModifiedClick on Generate Agreement from the Action drop down in the leads/accounts details page.

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Image ModifiedType in the Agreement Name.

 

Image ModifiedChoose the agreement template from the drop down.

 

Image ModifiedClick on Generate to complete the procedure.

 

Once you click on Generate, you'll get a pop up:

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From here, you can send the agreement in any of the three ways: Email, FAX and

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DocuSign. Or else, you can also cancel the process.

 

Image ModifiedClick on Cancel to stop generating the agreement.

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Please Note

You can view all the generated agreements for respective leads and accounts from their details page itself. The generated agreements appear in the sub-panel under the Library section of the the details page.

 

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