Electronic Scope of Appointments and Document Locker
Capture and sign Scope of Appointment forms inside your CSG quoting tool. Fill out the form alongside your client or allow them to fill out their information out via the email signature process. Save and manage all your completed SOAs inside the Document Locker. Upload, organize and manage other paper SOAs, related documents, or notes you may want to keep on file. The Document Locker repository meets industry retention standards.
Tuesday, May 10 at 3 p.m. ET