This feature enables your clients to accept the terms of a contract, indicating their interest in your services before payment reaches the company.
Navigate to Management > Companies, choose the desired company, and go to the "Online Acceptance" tab. By selecting "Automatically Enable Online Accepted Contract," a client visiting the company portal can accept the contract terms. Consequently, the status of the contract in the FolloSOFT application will be automatically changed to active. If the checkbox is not selected, the option for confirming the acceptance of the contract terms will remain, but the contract status will not change upon client acceptance.
To grant access to the acceptance function, you must include the link on their contract. Under the "CONTRACT (FRONT)" tab, add one of the following variables in one or more of the payment terms text boxes: {url-accept} to display the address for your client to visit or {link-accept} to create a clickable link in the PDF contract.
Once on the portal, the acceptance process unfolds in three steps, and it can be performed multiple times if necessary, allowing all contract signatories to adhere. The system will retain the email address of each person who has accepted.
You can identify contracts that have been accepted by the client in various ways: under Contracts, in the distribution tool, or in a report. You can then choose the "Accepted" option in the "Criteria" dropdown list or opt for the "Accepted" label automatically added to the contract upon acceptance.