a year ago
Send your agreement by mass text
Save your time by sending agreements to your customers in groups!
The agreement link is unique for each client, so it takes time if you’d like to let all your clients sign and send it individually. Now the agreement link variable is here for you!
Just add it to your mass text, choose who you’d like to send it to, and click send! Clients would be able to receive the unique link, sign on their device and submit. Signed records are easily trackable in the agreement tab and automatically saved to client profiles.
Go to message center > mass text, and attach the agreement variable to your message.
Available both on desktop and mobile app.