These are made out of three different pieces:
1. Agreement Templates
Agreement Templates control the design of your proposal. PestPac Lead Management offers a sample template layout for you to use immediately.
For saved templates, design elements can be modified by updating the HTML source code. This will allow you to make simple formatting and language changes.
Custom templates can also be added to PestPac Lead Management. Your web designer must provide the complete HTML source code, with appropriate short codes for elements of the lead (e.g. SalesRep.FirstName, ExtendedTotal_Formatted).
Content that is automatically added to a design template for every lead includes:
Lead Information - The contact and location details listed on a lead
Services and Products - The service and/or product descriptions offered, along with the quantity and frequency.
Totals - A breakdown of the initial total, recurring total, and extended total, along with any dollar and percentage discounts.
Terms - Terms are individual segments of text that can be inserted into a template. They can also be setup to always appear in a template by default.
Signatures and/or Initials - Agreements allow for digital signatures to be captured in two ways:
- Free-form Signature - A signature can be drawn in by the lead and/or sales person with their mouse, or finger on a handheld device.
- Manual Entry - A signature can be entered by typing in a name manually. Signers can choose a font style for their signature.