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Foundation™ 2.1
Send for signature
Send a proposal and its contract for signature from the deal.
One flow covers a plan you want to discuss, a plan to sign and a plan that needs a new master agreement.
What it does
.01
Choose how to send it
Send the plan for discussion, have it signed as the statement of work, or include a new master agreement.
.02
A private signing link
The client gets a signing link by email. You can also make a link without adding a contact, and the signer enters their own name and email.
.03
Signing updates the deal
When the client signs, the plan is marked accepted and saved as signed, the deal's dates update and your team is told to countersign.
.04
Everyone gets the final copy
When you countersign, the client signer and your deal team get the fully signed agreement by email.
Newer release: Decisions™
Earlier release: Ask Claude