Agreements Process on a Page

1. Create your Service Package (Agreement)

What services and fees are included in the package/s. This is created once in the Settings area

2. Apply the agreement package against your clients

This sets the agreement start date and details so you can produce a document and start tracking the next renewal.

3. Produce an Agreement document

Get the client to sign in the meeting or send for e-signature

4. Monitor next renewal date

Use the Dashboard widget to alert you when the client needs to be renewed