Sharing a document or an agreement with a prospect is easy with Pima! All you need to do is send them an envelope.
- From the
Companiestab, click on
Addbutton to add a new company.
- Fill in the recipient's information and click on
With your new company added, you can send your first Envelope to this prospect.
- Click on the name of the company you'd like to share with
- Click on
- Follow the instructions on the screen and select documents and agreements to share with this prospect.
That's it, congratulations on sharing your first envelope!