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---- Upload PDF
This tab allows you to upload a PDF file that will be appended to your contract. The PDF can contain a letter to your clients, advertisements for other services provided by your company, a new service offer, or the terms and conditions of your ...
Upload Terms and Conditions
Here’s how to upload your terms and conditions to add to all your contracts.
Upload your client list
The purpose of this feature is to import information related to your clients directly into the Follosoft platform. First, you need to obtain the file template that will contain client information and their contracts.To do this, simply click on the ...
Companies
This section of the FolloSOFT application facilitates the management of various companies or entities under which your business operates. If you provide services through multiple companies, you can create a company entry in FolloSOFT for each entity, ...
---- Details
On this page, you will have access to the characteristics of one of the companies belonging to the account. You will be able to modify the information and put forth available actions according to the contracts. First of all, under the Details tab, ...