Here’s how OneSuite fosters seamless collaboration between you and your clients:
- Effortless Client Association: When creating documents like agreements, proposals, or quotes, simply link them to the relevant client profile within OneSuite. This ensures clear context and organization for both you and your client.
- Client Portal Transparency: If your client has access to the OneSuite Client Portal, they’ll automatically see the linked documents reflected in their dedicated dashboard. This empowers them to stay informed and access important documents at their convenience.
- Streamlined Communication: OneSuite takes communication a step further. Clients will receive notification emails prompting them to view, download, and even sign the linked documents electronically. This eliminates the need for manual document distribution and ensures timely client action.
This will straight up land to your client/lead’s email inboxes yay! You can also copy the link and share as well, but in order to do so selecting an user is must.
Please note that- once your receiver has signed and accepted the document, any kind of making changes will be disabled.
By linking clients to documents within OneSuite, you create a collaborative environment that fosters transparency, simplifies communication, and streamlines the entire document management.
