Avantio

Create, duplicate, and customize settlement templates to save time, ensure transparency, and build trust with your owners.

Optimize Your Settlements with Customized Templates in Avantio

Discover the different ways to communicate with owners from the system: print, download, or send contracts and settlements directly by email.

Optimize communication with your owners from Avantio

Maribel Blanco

Facilitate the sending of contracts, settlements, and messages to your owners using templates and integrated tools.

Communication with owners

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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.

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

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

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

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