OnboardPro

Send workflows to customers and track them

Customers lists each company once. Sent workflows lists every workflow you sent, grouped by company and then by contact.

  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. 3Switch to Sent workflows and filter by status: Awaiting counter-signature means it is your turn.
  4. 4Open a customer or workflow to see 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

0 of 0 customers

No customers yet

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