How to Fidu | How to Create and Automate an Engagement Agreement

Kimberly Bennett

a year ago

Streamline onboarding and engagement process by automating document creation on the Productize platform. Customize documents by changing names and selecting types, add signatures, and import or paste text. Create questionnaires to gather client information and map them to variables in the document. Connect completed documents to services in the Systematize platform, define engagement agreements, and turn on signup forms. Generate external links to share services with clients and customize processes with workflows.