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 Dropbox Sign, 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.
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.