Upload Terms and Conditions
Here’s how to upload your terms and conditions to add to all your contracts.
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---- Terms & Conditions
Important Notice: Discontinuation of the Terms & Conditions tab In earlier versions of the FolloSOFT application, this tab served the purpose of adding text to your contracts, describing the Terms and Conditions of your services. However, to enhance ...
---- 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 ...
Add your Payment Terms
Follow these steps to add your payment terms to your contracts. You can add as many as you would like.
Upload a Logo
Here's how to upload your logo so that it appears when you log in to the portal and on all your client contracts. 0:02 Hi, when you're on your platform, you're able to upload your logo. You're gonna go underneath Management and Companies. If you got ...
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 ...