How customers review and sign PD Agreements in Blesta

Category - PD Agreements

Articles

How to create and publish an agreement in Blesta
Create a draft in PD Agreements for Blesta, publish versioned wording and understand which saved controls affect customers immediately.
How to target PD Agreements at products, groups or clients in Blesta
Target PD Agreements at products, groups or individual clients in Blesta, understand OR matching and verify the intended audience.
How to control agreement prompts and client access in Blesta
Configure PD Agreements prompts and client access in Blesta, including request timing, postponement and page availability.
How to choose a signature method and reading controls in Blesta
Choose tick-box, typed-name or drawn signatures in PD Agreements for Blesta, then check agreement and global reading controls.
How to archive and restore an agreement in Blesta
Archive or restore a PD Agreements document in Blesta, check when requests resume and retain earlier signed records.
How to find and download a signed agreement in Blesta
Find signed agreements in Blesta, retrieve the accepted version and manage customer downloads with PD Agreements.
PD Agreements for Blesta: versioned customer agreements
Learn how PD Agreements works in Blesta, what to prepare and how to check your first setup.
How to send agreement reminders in Blesta
Send individual or scheduled PD Agreements reminders in Blesta, check the recipient scope and understand the actual reminder interval.
How to revoke a recorded signature in PD Agreements for Blesta
Revoke a PD Agreements acceptance in Blesta, verify its status and check whether another valid signature still satisfies the document.
How customers review and sign PD Agreements in Blesta
Help customers review and sign PD Agreements in Blesta, complete the selected signature method and confirm their recorded acceptance.

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