eSIGN TOOLKIT

Sending the Link and Customer Experience

• eSign Toolkit: When A Deal Can't Be Closed On The Spot
• eSign Toolkit Shopping Cart

Real-Time Pipeline Reporting

• Real-time Email Updates to the Comfort Consultant
• Comfort Consultant Receives a Daily Personalized Hot & Cold Report
• Why Your Hot & Cold Report May Show "Never Viewed"

Managing eSign Toolkit Settings

• eSign Toolkit- General Settings
• eSign Toolkit- Notifications
• eSign Toolkit- Customizing Text
• eSign Toolkit- Customizing Email
• eSign Toolkit- Customizing The Cart: Building a Great Buying Experience

Pro Tips & FAQ - eSign Toolkit

• Guiding Your Customer Through eSign Toolkit
• Pro Tip: Understanding "Signature on File" in the App
• Pro Tip: How eSign Toolkit Helps You Win One-Legged Calls
• Pro Tip: Saving My Order - What do I do when my customer declines my offer?
• Pro Tip: Customize the Option Name
• Pro Tip: Final note with expiration date

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