Time is a vital resource that every company treasures and attempts to transform into a gain. When picking document management application, take note of a clutterless and user-friendly interface that empowers customers. DocHub provides cutting-edge features to maximize your file managing and transforms your PDF editing into a matter of a single click. Replace Signature via QR Code to the Administrative Services Agreement with DocHub in order to save a ton of time and enhance your efficiency.
Make PDF editing an simple and easy intuitive process that will save you a lot of valuable time. Quickly alter your files and send out them for signing without having looking at third-party software. Focus on relevant duties and enhance your file managing with DocHub today.
In this webinar led by Courtney Peek, head of support at Precise FP, the focus is on enhancing the process of managing service agreements for advisors. Many advisors still utilize PDF or Word formats for service agreements, often lacking external electronic signature capabilities. This results in a lengthy, cumbersome process where clients must open, print, sign, scan, and return documents individually. To improve efficiency and reduce friction, Precise FP offers customizable service agreements designed to streamline this process, saving both time for advisors and clients. Participants are encouraged to ask questions via the chat, and support will respond within 24 business hours.
