Understanding Your Dashboard

Your workspace dashboard is the first screen you see after logging in. It gives you a quick snapshot of your agreement activity and highlights items that need your attention.

Metric Cards

Three cards across the top summarize your current pipeline:

• Approved Quotes — quotes your customers have approved in your CRM that are awaiting review. These are opportunities to send a service agreement.
• Pending Signatures — agreements that have been sent but not yet signed.
• Completed — agreements that have been fully signed and returned.

Clicking any metric card takes you to the Agreements page with the corresponding filter pre-applied.

Review Quotes

Below the metrics, you'll see a table of approved quotes ready for action. For each quote you can:

• Send — open the agreement-sending flow with that quote's contact pre-filled
• Skip — defer the quote if you don't want to send an agreement for it

You can select multiple quotes to send agreements in bulk.

Quick Actions

Two primary actions are always visible:

• Create Template — jump to the template builder
• Send Agreement — open the send flow to manually send a one-off agreement