How to Optimize Your AdvicePay Account with eSignature
In this webinar, explore the full potential of our complimentary eSign service, available on our Professional platform. Learn step-by-step how to utilize this feature to enhance your AdvicePay experience:
- Effortlessly upload documents
- Craft a sophisticated signature template featuring client, advisor, and home office fields
- Streamline the process by auto-populating invoice information into the template
- Seamlessly attach eSign agreements to invoices
- Witness the signing and invoice payment process through the eyes of your clients
Click the play button below to watch the full replay!
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