Once the client has made their decision, as an alternative to the ShareSpace Online Signature Tool, you can finalize the transaction using your online signature tool provider.
To do so, first make sure you have updated the offer for the client: Next step after the viewing: offer update.
When the client accepts the terms of your offer, a message will display in the transaction window and you’ll receive a package with their company data, crucial for you to prepare the contract.
In order to see it simply click the button SEND AGREEMENT:
In the first window, you will see the client’s company data which you’ll need to create an agreement and the names of the people representing their company. Click NEXT STEP to move to the next view.
Then, simply check your company details (they will upload automatically from your profile) and provide the name of the person signing the agreement on your end.
You can be the signee or you can choose other members of your company.
The only data we need at this stage is the same and the surname of this person/s.
Type in the first and last name of the signee and click ADD SIGNEE.
When finished, click NEXT STEP to proceed to upload the agreement file.
To send the agreement to be signed by the client, using your regular online signature tool provider you have to simply upload the link.
Choose the LINK option at the top, and paste a link to your online signature software e.g. Adobe Sign.
When finished, click UPLOAD AGREEMENT.
The agreement has been sent. Now you only have to wait, until the client signs the deal first – you will be notified about this fact by your online signature tool provider.
All done! Congratulations, the deal is closed!