Planned Functionality for May 2024 Release:

• Upload of agreement documents (PDF)

• Client branded landing page to execute agreement

• Creation of sharable agreement URL for distribution via email or text

• Online eSignature of agreement by specified contact(s)

• Support for contract signee agreement feedback/responses

• Storage of signed agreements

• Support of multiple agreements for each project

Additional Features Possible for April or Subsequent Release

• Support for multiple agreement options within a single transaction (Option A vs Option B)

• Payment processor support for Stripe or Square

• System email invitation to agreement signees

• Notification of agreement email open / link click

• Automated reminder emails to agreement signees

Planned Future Functionality in Subsequent Releases

• Customizable agreement templates

• Quickbooks and Zero integrations