What You Will Learn
Customizing Contract Templates
How to edit headers, footers, and other elements without needing support assistance.Managing Required Fields
Making purchaser addresses and other key details mandatory for accuracy and compliance.Regenerating Contracts
Updating contracts when information is missing or needs to be corrected.Handling Paid vs. Non-Paid Cases
Setting up contract workflows that adapt to different case types.Manual Contract Creation
Step-by-step guidance on creating contracts manually and linking them to invoices.Voiding and Duplicating Contracts
When and how to void a contract or duplicate it for efficiency.Tracking Changes with the Audit Trail
Using the built-in audit trail feature to monitor edits and maintain transparency.Supporting Multiple Signers
Collecting signatures from more than one signer in a single contract.In-Person E-Signature
Leveraging the new e-signature functionality for seamless in-person signing.
Summary
In this AMA session, viewers are introduced to Parting Pro’s newly released contract features designed to give funeral homes greater control and flexibility. The session covers how to customize contract templates, such as editing headers and footers without support assistance. It also walks through how to make purchaser addresses required, regenerate contracts with missing details, and manage workflows for both paid and unpaid cases. Additional demonstrations include manually creating contracts, linking them to invoices, voiding or duplicating contracts, and utilizing the audit trail feature for tracking changes. The session also highlights support for multiple signers and the in-person e-signature functionality, offering a comprehensive look at how to streamline contract management within the platform.
Full Video
Highlights
0:00:00- Welcome
0:01:54– New Contract Feature Introduction
0:03:20– Demo 1: Customizing Contract Templates
0:12:43– Requiring Purchaser Address in Contracts
0:15:03– Demo 2: Paid Case Workflow
0:23:56– Demo 3: Non-Paid Case Workflow
0:33:00– Demo 4: Manual Case Workflow
0:44:00– How to Void a Contract
0:50:42– SFGAS Signature Requirements for Multiple Payers
0:54:43– In-Person E-Signature Functionality