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Replace Signature via QR Code in the Consulting Agreement

Replace Signature via QR Code in the Consulting Agreement

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Aug 6th, 2022

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How to Replace Signature via QR Code in the Consulting Agreement

5 out of 5

17 votes

hello everyone and thank you for joining our service agreement solution webinar my name is courtney peek im the head of support here at precise fp little housekeeping before we do get started today everyone is unmute but if you have any questions please feel free to put those in the chat box and a member of our support team will be sure to docHub out to you within 24 business hours all right lets go ahead and get started many advisors still use service agreements in pdf or word formats and some of them we find dont even provide an external electronic signature service so this means that they need to prepare and send each agreement individually and the client needs to open it review print sign scan and then return the document so the entire process is lengthy and cumbersome and really creates unnecessary friction so how can we improve this process and save you and your clients time and and the answer is going to be with precise fps customizable service agreements so precise fp include

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