Users can generate and send agreements from ConvergeHub Deals section to enhance productivity, reduce human error, and ensure fast communication.
Click on a Deal from the Deals Listing Page.
Click on Generate Agreement in the Action dropdown.
Choose the Agreement Template.
Click on Generate. (Generated agreements will be listed in the sub panel of the Deals Details Page, in the Library section).
Send the Agreement to the related account via Email/FAX/DocuSign. (Sent agreements will be listed in the sub panel of both the Deals & Accounts Details Page, in the History section).