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 non-paid 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.
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