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E-Contracts (In-person contract (Sales fills out contract through website)…
E-Contracts
In-person contract
Sales fills out contract through website
Sales and customers signatures
Contract auto-sent to finance, sales and production
Finance adds contract to portfolio and Copper (existing clients)
Finance adds contract end date to Copper (existing client)
Production starts additional pipelines
Production adds client information to Copper (New clients)
Production adds contract to Copper (new client)
Production adds contract end date to Copper
Emailed contract
Sales notifies Tech of contract needed
Tech fills in contract information (or sales) in Adobe
Adobe auto signs Sales (Steve) signature
Tech sends to contract to client to sign
Client signs contract
Contract auto sends back to us
Finance adds contract to portfolio and Copper
Finance adds contract end date to Copper
1 more item...
Sales sends reminder email to client after 5 days (or calls)
Sales meeting with client