Spend more time executing deals, not building and finalizing them.
Start by setting up the offer and agreement templates you already have in DealBuilder.
1: Create offers and contracts in seconds based on your templates
2: Send out agreements and offers by email or SMS directly from the system
3: Customers sign the agreements electronically from their mobile or PC.
📁 Digital archive with an overview of the company’s agreement templates, sent out offers and concluded agreements. Both parties automatically receive a signed copy by email when the agreement is signed.
No matter what type of agreements or offers you have, you can use them in DealBuilder.
Either upload the PDFs you have from before, create text document templates, or use the Products/Services Catalogue feature to easily add a variety of product items to your deal templates in a quick and dynamic way.
Once a deal is generated, it will look somewhat similar to the examples below, ready to be sent out and signed electronically.
See Agreement
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