computer
 Contract Processing Demo
 Ontraport- SignRequest

As soon as the your order is paid. You'll get an email to sign the contract.

Use this Credit Card # 4111-111-111-111
An Expiration month /year in future
CVC 123

We will help you experience all the automation. You will get a text and emails of what happens in the process just like a customer and the sales team would get.

+1 (888) 222-0610
Following after an offline or online purchase 10 things happen:
  • Sends customer an email letting them know a contract is on the way.
  • Sends the contract with important fields merged in Sign request custom document
  • When document is signed, updates the CRM that it is signed and  records the date/ time
  • Records in customers history the name of the document and link to it in SignRequest
  • Sends the sales rep an email and a text that the contract is signed. Hooray! 

  • Assigns a task to the contract management team to process and review the signed contract
  • Sends the customer an email of thanks,  and a link to book the next steps in the process. 
  • Sends a personalized hand signed thank you card by mail.
  • For those that want the option orders a 1 lb. box of the best toffee in the world to the customer as a thank you with a personal note.  
  • Option to put customer on a follow up sequence for implementation based your business process. 
Step 1: Account Information
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Step 2: Billing Details
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Step 3: Payment Information
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item qty priceTotal
itemContract signedqty1price$1.00Total$1.00
Subtotal$1.00
Total$1.00
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Money Back Guarantee
We have 30 day money back guarantee. If you have gone through the entire course and find no value. We will give your your money back no questions asked.
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