📃Documents & Contracts

How to Create a Contract / Agreement in Synamate

The above video contains:

  1. How to create a contract from PDF

  2. How to create a contract from Scratch

  3. How to add fields in a contract

  4. How to Assign fields to contacts inside of a contract

  5. How to send a contract to a contact

How to send contracts via Automations using Synamate

The above video contains:

  1. How to automate the process of sending contracts

  2. Sending contracts via automations as a particular user

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