Automate sales agreement Template using sticky.io Bot

Explore a no-code approach to create fully-automated sales agreement workflow with sticky.io bot

• To start setting up a new automated sales agreement workflow, go to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to personalize it. Place fields where you need it in a document to make it easier for users to fill out.

  

• After you’ve uploaded or created sales agreement, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are created for which users.

  

• Once done, click Continue at the bottom of the page.

  

• The last stage of configuring an automated sales agreement workflow is adding the no-code bots. To add a sticky.io bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left corner to see the complete list of the bots you can add to the step. Find the sticky.io bot, click Install bot, and configure the bot settings.

  

• Now that your automated sales agreement workflow is set up, you can:

  • check how it works by choosing Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to send out your workflow