Automate Quote --> Contract --> Payment Plan Options

Max Classic
1

I would like to automate via a post-consultation follow-up sequence the ability to generate a quote (based on the services/prices they were quoted during the consultation) which the prospect can click on to accept, which will then generate a contract they can e-sign, which will then provide them a series of payment options (full payment, 2 easy payments, 3 easy payments, etc.).

Currently we manually input the new client’s info into a Word doc and then send for signatures via Adobe esign.
Payments are manually entered into our merchant account payment portal.

2

You can automate that process, but it will require 3rd party tools/integrations to accomplish it.

Depending on exactly what you need, you may need PlusThis, Zapier, or (my favorite integration tool) Integromat.

Thanks,
Jeff

4

Is that something you have done before and if so how do I get you to do that for me?

5

Yes. One of our key differentiators from other Certified Partners is that we are heavily involved (and Certified Experts) with these pieces of software.

Just shoot me an email and we can take the conversation offline: Jeff@4SpotMarketing.com

Thanks,
Jeff