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
- Fill in the recipient's information and click on
That's it, you are ready to start sharing both documents and agreements with this company.
- Click on the name of the company you'd like to share with
- Click on
- Follow the instructions on the screen based on what you would like to share