From the prospect to the sheet, with documents and drafts.
Client sheet
The lead becomes a sheet. Documents stay in a space. The draft goes out to the client and the outcome comes back on the sheet.
Click the buttons: the example updates
Bella Napoli SRL
Prospect · Milan
Document spaces and the draft to the client start from the sheet.
Office photo and location on the sheet. They appear only if the tenant has them on.
Signed contract
Technical attachment
Office exterior
Sign
Status
Draft on the sheet
The status comes back on the sheet, on the same account.
On the sheet
Tap an item: the example above updates.