Digital document signing streamlines your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.

Click the“Customers” tab from the main menu.

Select thecustomersto be assigned to the sales engine users by clicking on the checkbox.

Select your"Sales Engine User" from the drop-down list.

Click“Assign”.

Click“Yes”.

💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.