Lesson 7 – How to Set Up and Automate Your Engagement Letter in 17Hats

[et_pb_section bb_built=”1″ admin_label=”section”][et_pb_row admin_label=”row” background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_text admin_label=”Main Content” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” background_position=”top_left” background_repeat=”repeat” background_size=”initial”]

Have you found yourself wasting collective hours on time spent sending e-mails back and forth, while you’re nailing down the terms of your agreement, or engagement letter? What if I told you this process is completely automated in 17Hats? Here’s how to set up and automate your engagement letter in 17Hats.

The only thing you’ll have to do is make any revisions to the agreement, based on your client’s comments. This is done inside 17Hats. Once that happens, the client is sent a notification that the agreement has been updated. The client can log in, review the changes, and then sign it.

This is so easy to set up, that I am not going to bother explaining it here. Watch the video, and you’ll see how this works.



Leave a Reply