Fillable Element Initials Within Document & Contracts

Software Updates

March 21, 2024 ● 2 min read

Fillable Element Initials Within Document & Contracts
A small business owner needs to finalize a contract with a new client. Using the Fillable Initials feature, they effortlessly add their initials to the necessary sections of the contract directly within the CRM, expediting the signing process and ensuring accuracy in documentation.
Fillable Element: Initials Within Document & Contracts: This new feature in the CRM allows you to easily insert and manage initials within documents and contracts, enhancing the signing process and reducing paperwork hassles.

⭐️ Why Does It Matter To Your Business?

  • Effortless signing: You can quickly add initials to documents and contracts directly within the CRM, streamlining the signing process and saving time.

  • Enhanced professionalism: The ability to include initials within documents and contracts adds a professional touch to communications, boosting credibility and trust with clients and partners.

  • Efficient document customization: Utilizing fillable initials, businesses can swiftly personalize documents and contracts as needed within the CRM, enhancing efficiency in tailoring communications to meet individual client needs and preferences.

⭐️ How To Use Fillable Element: Initials Within Document & Contracts:

  1. Access the payments tab from the left navigation menu. Go to Documents & Contracts > New > New Document. or edit an existing one.

  2. Access the Element list by clicking the “+” button and select the newly added Initials element.

  3. For Document Signers: Click on the Initials field.

  4. Use pre-filled text or edit your initials -> Click on “Accept”.

This feature empowers businesses to streamline the signing process, enhance professionalism, and improve document management efficiency, ultimately facilitating smoother business transactions and communications.

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