Support Center

Lead Management: Agreements

  • Add or Edit Agreement Terms

    Proposal terms are individual paragraphs that disclose important information for your leads to agree to. Terms...

    Dec 20, 2017 03:57PM EST
  • Copy and Edit an Agreement Template

    PestPac Lead Management allows you to make unlimited copies of your agreement templates. You may use the inclu...

    Jan 02, 2018 12:14PM EST
  • Add a Custom Agreement Template

    Custom agreement templates allow you to develop a design style for your agreements that allow for the automati...

    Dec 20, 2017 04:12PM EST
  • Customize Agreements with Merge Codes

    PestPac Agreements are built using HTML. You can skip knowing any HTML by building Templates and Terms, but if...

    Apr 16, 2018 11:14AM EDT
  • View Your Agreement History

    The Agreement History report allows you to view a list of all issued agreements to leads. To view the Agreem...

    Oct 29, 2018 02:37PM EDT

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