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Your checklists help you ensure that no details of the transaction are ignored and will make sure that everything is completed on time.
Customize and share your checklist reports.
Send an email to the client and important contacts attached to a transaction checklist.
To have executed triggers show up in your notes, as well as be notified when a trigger experiences an error, follow the steps below!
Checklist templates help you set up consistent processes in no time. Effortlessly re-use your checklist templates and complete tasks even more efficiently!
Learn how to integrate Wise Agent with DocuSign.
One of the standout features of Wise Agent is its easy-to-use Transaction Management system, which streamlines the organization of all your buyer and seller transactions in one place. You can say goodbye to messy files on your desk or scattered documents on your computer and have everything you need for each transaction in one convenient location on your CRM.