Time is an important resource that every company treasures and attempts to transform into a advantage. When choosing document management software, be aware of a clutterless and user-friendly interface that empowers customers. DocHub offers cutting-edge instruments to optimize your file management and transforms your PDF editing into a matter of a single click. Replace Signature via QR Code from the Administrative Services Agreement with DocHub to save a ton of efforts and improve your efficiency.
Make PDF editing an simple and intuitive operation that saves you plenty of valuable time. Quickly alter your files and send out them for signing without adopting third-party alternatives. Focus on pertinent tasks and improve your file management with DocHub starting today.
In this webinar, Courtney Peek, head of support at PreciseFP, discusses the challenges advisors face with traditional service agreements in PDF or Word formats, which often lack electronic signature options. This results in a cumbersome process where advisors must send agreements individually, and clients must review, print, sign, scan, and return documents, creating unnecessary friction. To streamline this process, PreciseFP offers customizable service agreements designed to save time for both advisors and clients. Participants can ask questions via the chat, and support will respond within 24 business hours.
