3. Send out an envelope

Sharing a document or an agreement with a prospect is easy with Pima! All you need to do is send them an envelope.

  1. From the Companies tab, click on Add button to add a new company.
  2. Fill in the recipient's information and click on Next


With your new company added, you can send your first Envelope to this prospect.

  1. Click on the name of the company you'd like to share with
  2. Click on Send Envelope
  3. 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!