How to Create and Send Agreements

No more switching to DocuSign or HelloSign just to get a contract signed. This tutorial walks you through creating, sending, and tracking coaching agreements directly inside Coach Builder Software. In this tutorial, you'll learn how to: 0:00 Navigate the Agreements section 0:21 Use the Agreements, Templates, and Archived tabs 0:32 Create a reusable agreement template 0:55 Send an agreement to a client 1:14 Set a signing deadline 1:24 Use a template or build from scratch 1:31 Save as draft, preview, or finalize and send 1:44 Track signing status and pending agreements 2:00 Edit, download as PDF, or delete an agreement 2:19 Sign an agreement yourself 2:36 Archive completed or expired agreements – GET STARTED – ► Start your free 30-day trial: https://coachbuildersoftware.com – LEARN MORE ABOUT COACH BUILDER SOFTWARE – Coach Builder Software is the all-in-one coaching platform that brings your sessions, notes, scheduling, and client communication into one simple system. Manage less. Coach more. ► Explore: https://coachbuildersoftware.com