OnboardPro

Send workflows to customers and track them

Each row is one customer going through one workflow. You can see which step they are on and what is waiting for you.

  1. 1Click New Customer to capture the company and its contact people (one-time setup per customer).
  2. 2Click Invite Client to send a published workflow — the customer gets an email with a secure link. No account is needed.
  3. 3Watch the status: In progress means the customer is busy; Awaiting counter-signature means it is your turn.
  4. 4Open a row to see the answers and documents, resend the link, or reopen a step.
Next: Counter-sign agreements

Customers

Select a customer to view their contracts and onboarding progress

No customers yet

Click "New Customer" to add one, or "Invite Client" to send an onboarding workflow