AdvicePay Financial Advisor Community Blog

How to Be AdvicePay Happy: eSignature Integration

April 10, 2019 By Erika Madden | Happiness Hero
Erika Madden | Happiness Hero

Erika here again, your AdvicePay Happiness Hero. Today, I am here to talk to you about our eSignature integration. 

For many advisors, the first thought that comes to mind with eSignatures is, "Ehh, been there. Done that." However, eSignatures can be a huge time saver, and it is likely that your clients are already familiar with the technology. 

Powered by HelloSign, we’re excited to offer the eSignature upgrade for Professional and Enterprise accounts. Now you can handle more of your client onboarding in one system, freeing up your time and simplifying the process for your clients.

Let’s walk through how AdvicePay allows you to get your client agreement signed and invoices paid all in one, easy workflow.  

 

Using eSignature.0319

 

Pricing & How to Enable

eSignature is an additional $15 per month for unlimited signatures and templates. The fee will be automatically applied to your next AdvicePay invoice if you enable it on your account, and it can be canceled at any time.

To enable: Go to Contracts and click Enable eSignature. Confirm that you want to turn on eSignatures on your account.

Ready to add the eSignature integration? Login to your account now

 

Erika Blog Series Images


 

Posted by Erika Madden | Happiness Hero

Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Topics: User Experience