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
  2. Fill in the recipient's information and click on Next


That's it, you are ready to start sharing both documents and agreements with this company.

  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 based on what you would like to share