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Client Agreements

Automatically generate client agreements with all client information populated by software for you.

Customizing your own agreements using the most popular text editor - Microsoft Word has never been easier: just type in special code words in your Word document to instruct the program where to put each field (client name, phone number, monthly payments, etc.)

Print agreements with a click of a mouse.

Email agreements directly from the program without the need to use any third party mail clients. All outgoing and incoming client emails are conveniently stored in each client's personal mail folder inside of the program. You can keep track of all quotes, proposals and scenarios ever e-mailed to the client.


Fax agreements directly from your computer. Either connect your modem to the phone line or use any fax server software for more advanced outgoing fax management.

Print, fax or email welcome letters or any other custom letters to your client.

You can create several versions of agreements, quotes or any other documents for multiple plans you may offer.

Software is capable of generating agreements in different languages based on language option selected for each individual client.

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