PropbotPropbot

PropBot Learning

Agreements Learning Guide

Learn how PropBot helps teams prepare, send, sign, and track agreements.

Create an accountBrowse FAQs

Watch the primer

Get the big picture before exploring the details.

Learn About Agreements

PropBot agreements help people and teams prepare, send, sign, and keep document records together.

Watch the Primer

The primer explains the agreement workflow at a high level. Detailed dashboard steps are available after you sign in through Agreement Help.

What You Can Do

  • Prepare an agreement for signing.
  • Add recipients and signing fields.
  • Track draft, pending, signed, and executed records.
  • Keep the final agreement connected to its owner scope.

Note: Public learning content explains the product. Sign in before working with a real agreement or private document.

Public Questions

See PropBot FAQs for public questions about agreements, signing, and related workflows.

Public Agreement Questions

What are agreements for?

Agreements help people and teams prepare, send, sign, and keep document records together.

What is the difference between a recipient and a signer?

A recipient receives the agreement. A signer must sign it. Some recipients only need to be notified.

What do agreement statuses mean?

Draft means the agreement is being prepared. Pending means it was sent for signing. Partially signed means some signatures are complete. Executed means signing is complete.

When are draft agreements deleted?

Incomplete draft agreements are temporary and may be removed after the retention period. Finish and sign an agreement when you want to keep it as a final record.

What happens after I sign an agreement?

PropBot saves your signature and continues the agreement workflow. The next page depends on whether you signed in or signed as a guest.

Browse all public PropBot FAQs