Agrello

Bulk creation is handy when you need to create large nr of documents using same template , while only few parameters change for each document.‍

How to use bulk create?

How to create Templates in Agrello

Agrello Forms is a feature extending our Smart Templates feature, which allow users to easily create shareable forms for signing

How to use Agrello Forms?

How to upload a document for signing

Sometimes email invitations to sign get buried under piles of other messages. In those moments, it’s helpful to have an alternative way to invite your partners to sign.

How to use shareable link for signing

How to create Annexes

How to create documents out of  templates?

Guide your team and signers with clearer fields, helpful hints, and structured inputs — without changing your original template

How to change template field labels and add drawdowns?

Here’s a brief overview of Agrello integration with Pipedrive, what is does and how to set it up.

How to use Pipedrive integration?

Toomas Pihl

Getting Started with Agrello 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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