In a world where business transactions are increasingly conducted digitally, the importance of seamless, efficient document signing cannot be overstated. Recognizing this need, Pocket proudly unveils its latest feature: the Agreements module. This innovative addition promises to streamline the process of collecting digital signatures on any document type, making it easier than ever for businesses to finalize deals and agreements.
Create Customizable Agreement Templates

One of the standout features of the Agreements module is its ability to create customizable agreement templates effortlessly. Whether it's a Bill of Sale, Consignment Agreement, Sourcing Agreement, or any other document, members can easily craft templates tailored to their specific needs. These templates are fully customizable, allowing members to insert data variables from Vehicles, Deals, or Contacts seamlessly. This flexibility ensures that every agreement generated is accurate and relevant to the transaction at hand.
Streamlined Generation and Sharing
Generating agreements has never been easier thanks to Pocket Pro Sales. With just one click, members can generate an agreement using their customized templates. What's more, there are no limitations on the number of signers, making it ideal for agreements involving multiple parties. Once generated, agreements can be shared instantly via SMS, ensuring swift communication and collaboration between all stakeholders involved.
Seamless Integration with Invoicing

For agreements that require upfront payments, such as Sourcing Agreements or Vehicle Deposits, Pocket Pro Sales offers seamless integration with its Invoicing module. This allows members to toggle a payment requirement effortlessly, ensuring that all financial aspects of the agreement are accounted for. Whether it's collecting a deposit or processing a payment, the platform can accommodate all types of transactions, making the entire process seamless and hassle-free.
Fast, Efficient, and Legally Compliant

With the Agreements module, Pocket Pro Sales aims to provide members with a fast, efficient, and legally compliant solution for document signing. By streamlining the entire process, businesses can save time and resources while ensuring that all agreements are legally binding and enforceable. Whether closing a deal with a customer or finalizing terms with a supplier, Pocket Pro Sales empowers members to handle agreements with confidence and ease.
In today's fast-paced business environment, efficiency is key. With the launch of the Agreements module, Pocket Pro Sales reaffirms its commitment to providing businesses with the tools they need to succeed in the digital age. From customizable templates to seamless integration with Invoicing, this innovative feature promises to revolutionize the way agreements are created, signed, and managed. With Pocket Pro Sales, businesses can streamline their operations, enhance collaboration, and drive success like never before.



