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.