SweepBright provides you with ready to use documents. You can get a complete Offer, exclusive agreement and/or property sheet with just a few clicks. (BE users only - for now) Users from other countries can use our custom document integration with Webmerge.
Documents that are created will be send to your e-mail. From that point you can forward it, print it and/or save it for later.
This is how you can trigger a set of documents:
- One-time set-up: To use the default SweepBright documents, go to Integration > Document Management > SweepBright and Select Yes, don't forget to hit Save.
- How can you create a document? Next, select a Property > Legal&Docs > Documents > Add Documents > Create Documents and select the document you need.
- For now, you'll have three options to choose from: Offer, Exclusive Agreement, Property Sheet and Property Sheet. More options are added later.
- Select the document you need and check the fields. Click on Create Documents to trigger a mail. That's it!
Check out this video if you're still stuck:
Here you can see an example of a property sheet!
Test it out to see the other examples yourself !
Did you know: you can also customize your documents yourself by using Webmerge and linking it via Zapier. You can find more information here.