Service agreements can be prepared and sent to clients directly from splose. Clients can then sign the agreement online.
How to
Prepare a service agreement
Navigate to a client's record and click on the Documents tab.
Click New document and select Service Agreement from the list.
Fill in the service agreement details and click Save.
To send the service agreement for signing, click Send and select the recipient.
The client will receive an email with a link to sign the agreement online.