3. Share a document or an agreement

Sharing a document with a prospect or customer is easy with Pima!

  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