How to send a contract inside Client Dispute Manager Software?
After successfully creating and adding your contracts to the Client Dispute Manager Software, the next step that you need to take now is to send them to your customers.
When it comes to sending your contract, having client dispute manager software will save you a lot of time and money. This is because, instead of printing the contract and sending it to your customers via mail, you can simply send it via email using credit repair software.
Let me show you how to simply send a contract to your customers.
First, you need to go to the customer’s tab on the home screen.
Then to look for the customer to whom you intended to send a specific contract, use the search box, then type the name or email of the customer to whom you’ll be sending it.
Once you pull out the customer’s information, you need to go to the send email column.
Then for you to send the contract via email, you must click the yellow envelope.
A popup box will appear, and if you want to see all the contracts you added to credit repair software, you must click the contract agreement templates.
Having carefully chosen or picked the contract you’re about to send to your customer, click the send contract button.
Another popup box will appear, asking if you’re sending the right contract to your customer.
Click YES if that’s the right contract, then NO if you want to go back to the contract menu and change the contract you’re about to send.
Suppose you want to track all the contracts you have sent to your customers via client dispute manager software. In that case, you can go to the company tab and click digital contracts.
Then go to digital signature records to see all the contracts you sent.
You can easily manage and send your contracts through the Client Dispute Manager Software.
Comments
0 comments
Please sign in to leave a comment.