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WhatsApp CRM with an AI agent

Sales and booking

Contracts and e-signatures

Send a document for signing and see when it is signed. Pro.

Documents and contracts are on Pro. You can send a quote or an agreement to a contact and have them sign on their phone or computer.

Send a document

  1. 1Open Documents and Contracts.
  2. 2Choose a template or upload your own document.
  3. 3Add the places for the contact to sign.
  4. 4Pick the contact and send it by email or WhatsApp.

After you send

You see when it is sent, opened and signed. The signed copy is saved on the contact.

Tips

  • Keep the wording plain.
  • Ask your own adviser about what a contract must say in your country. Boost does not give legal advice.

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