Start an agreement from a template
Begin a new agreement: title, company, fill from a contact, and pick a template.
In AIMERICA Sign, click New Agreement. Give it a title, use Fill from to pick the contact, deal, company or order it is for, then click a template, or upload any unsigned PDF, and press Continue.
In this video
Step by step
- 1
Sign sends your contracts for signature, and keeps the full signing trail. Start with New Agreement.
- 2
Eight steps take you from the document to sending it. You place the boxes first; the emails come at the end.
- 3
Give it a title your customer will recognise.
- 4
Fill from finds a contact, a deal, a company or an order, so their details fill the boxes and the message.
- 5
A template loads its PDF, its parties and its boxes, in one click.
- 6
No template? Upload any unsigned PDF instead.
- 7
Continue would save it as a draft, and go on to the parties. Here we stop.
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