You've gotten the verbal agreement from your customer that they're ready to move forward. Now all you need is their final sign-off on the agreement in order to kick off their onboarding process.
We often recommend adding those final steps of the sales process, like signing a contract, to your Arrows plans for a few reasons:
Here's an example of a task where we're using PandaDoc for the agreement, but you can use any document, quote, or e-sign tool like DocuSign, HubSpot Quotes, HelloSign, etc.
Task type: Button
Task title: Sign the agreement
We're so excited to continue working with you! Before we get started, we'll need you to review and sign the agreement.
Click the link below to access the agreement in [YOUR DOCUMENT/E-SIGN PROVIDER], and add a comment here if you have any questions!
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates