Choices do matter! When it comes to signing, you have two choices!
1. Send for Signature: the customer can review the contract at their convenience and sign at a later date.
2. Sign on this device: customer is ready to sign immediately.
When Send for Signature is clicked, an email will be sent to the customer’s email address, where the customer can review the contract and digitally sign once they are ready.
Should the customer change their mind and want to sign on the spot when the contract has been emailed out, you do have the option to cancel the e-sign, by clicking on Cancel E-Sign.
When Sign on this device is selected, the customer has the opportunity to sign right on the spot.
1. Click Sign Now.
2. Click Continue when the customer is ready to sign.
3. Customer will be presented with the Payment Plan Summary to review once more.
4. To digitally sign, the customer needs to check off I have reviewed and agree to the Payment Plan Agreement and Electronic Disclosures & Signatures Consent.
5. Click on ACCEPT & SIGN AGREEMENT to complete the signing process.
