DocuSign`s Cloud Agreement is designed to help ProAdvisors eliminate customer tracking fees after signings. With DocuSign, up to 82% of contracts are concluded in less than one day and 49% in less than 15 minutes. The best technical support is available to certified ProAdvisors. There are several levels of support that relate to the level reached by a ProAdvisor in the program. In principle, a ProAdvisor, which is aware of the annual certification, enjoys permanent technical support for the onshore. You no longer need to send suggestions to customers and follow them to confirm receipt or answer questions. DocuSign eSignature provides status in agreements, z.B. when customers post or sign the agreement. You also have access to a complete audit trail of your DocuSign envelope for any agreement sent to your customers. Your clients can also take a direct position in the proposal to ask you questions in the context of the document. For more information on program policies, see the requirements of the QuickBooks ProAdvisor program agreement. The more experience you have in the ProAdvisor program, the less calls for technical assistance are made. However, the complexity of the problem when a call is needed is generally greater.
Discounts may vary and additional charges may be charged. Please contact your Account Manager for details. With DocuSign eSignature, we help ProAdvisors simplify customer management by scanning engagement letters and other agreements. DocuSign eSignature lets you adjust it and forget it with car models and souvenirs that nudge customers to you. Use DocuSign models and Bulk Send functions to send agreements to your customer base in minutes. Then lean over and monitor the status of the chords on your administration dashboard. To access the program, log in to QBOA and select the ProAdvisor tab on the left. Sign up for free today. If you`re like me, you`re always looking for new and effective ways to connect with the right customers. The QuickBooks ProAdvisor® program may not be new, but it is effective and I depend on the benefits it offers.
These benefits are essential tools for me in working with clients. Do you want to take your financial advice practices to the next level, gain customer trust and simply connect to a large pool of potential customers? QuickBooks ProAdvisor certification brings you these and many other benefits.