Recently, a client approached us with a business need regarding automation of sending contracts out and receiving payments back from their customers. We immediately went to work to create a process to address these tasks.
We started by creating an interactive form that detailed the agreement the customer had requested, but also provided the ability to include additional available services before signing. A link to the contract is sent through email with the option to e-sign, eliminating paper contracts.
Our team also created an interactive payment form. The link to this form is sent along with the contract, and customers are asked to provide credit card details for payment. Once the information is logged by the customer through the provided link, the information is immediately sent back to our client to process.
This is just a quick example of how the Process-Smart team can help to simplify everyday business processes – allowing you to save time, money, and frustration. Please contact us today to discuss how Process-Smart can help find a similar solution for your daily tasks.