Templates: Add Up To Six Signer Roles For Contracts

In this episode of KeyConnectAI: The Revenue Playbook we cover a Documents & Contracts update in KeyConnect AI CRM that makes multi-party agreements faster and more reliable. Templates in the Payments > Documents & Contracts area can now include up to six signer roles, letting you preset names, emails, and custom values so signer assignments and order are preserved. When sending a document those roles auto-populate—send-level edits override template defaults—and the system validate...