With Pima, you can require a an agreement to be in place prior to sharing confidential documents with prospects and customers. To do this, you must first upload one.
Agreements
on the left hand side panelAdd Agreement
on the top right cornerChoose File
and select an agreement from your computerAgreement Name
and hit Save Changes
Once all required fields have been added, you will see a confirmation screen.
Click on Next
to start setting up your agreement. Pima supports several dynamic fields that you can leverage to set up your agreement template. Those fields will be filled out by the recipient of your agreement.
In the example below we are using the Text Field, Signature Field, and Date & Time field.
Once you are ready to save your template, click on Continue
on the top right, and save your changes.