Proposals & Agreements Overview

Proposals & Agreements
Feature Highlights (Beta)

  • Upload your PDF document for eSignature

  • Send multiple agreements per project (Proposals, Contracts, Addendums, etc.)

  • Require multiple contacts signees eSignatures

  • Provide multiple options within a single agreement
    (example: 6 rooms vs 8 rooms)

  • Customize the client agreement page with your logo

  • Add a client message with rich formatting, links, & images

  • Preview client agreement page

  • Share tiny agreement URL (Ex: mystage.link/8h6k2)

  • Preloaded content when using Email or Text options

  • Receive instant alerts when clients respond (mobile push, email, and in-app on the activity page)

  • Storage of signed agreements

  • Feature access restricted to users with SuperAdmin permissions

Future Features in Development or Planned for 2024

  • Payment processing (via Stripe)

  • Stageforce emails to agreement signees

  • Notifications of email open / clicks (Stageforce emails)

  • Automated reminder emails to agreement signees

  • Build custom online agreements with text and photos

  • Agreement templates (Pre-loaded and Custom)

  • Quickbooks and Xero integrations