Or

Client Dispute Manager Software

Onboard and Secure a Signed Contract in One Email

client dispute manager software customers

After successfully creating and adding your contracts to the Client Dispute Manager Software, the next step that you need to take now is to send them to your customers.

 

When it comes to sending your contract, having Client Dispute Manager Software will save you a lot of time and money. This is because, instead of printing the contract and sending it to your customers via mail, you can simply send it via email using credit repair software.

 

Let me show you how to simply send a contract to your customers.

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First, you need to go to the customer’s tab on the home screen.

client dispute manager software contract

 

Look for the customer to whom you intend to send a specific contract.  You can use the search box, then type the name or email of the customer to whom you’ll be sending it to.

 

credit repair software contract

 

Once you pull out the customer’s information, you need to go to the send email column.

client dispute manager software digital contract

 

Then for you to send the contract via email, you must click the yellow envelope.

CDMS digital contract

 

A popup box will appear. If you want to see all the contracts you added to the credit repair software, you must click the contract agreement templates.

 

Credit repair software digital contract

 

Having carefully chosen or picked the contract you’re about to send to your customer, click the send contract button.

Client dispute manager software contract

 

Another popup box will appear, asking if you’re sending the right contract to your customer.

credit repair contract
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Click YES if that’s the right contract, then NO if you want to go back to the contract menu and change the contract you’re about to send.

client dispute manager software digital contract training

 

What if you want to track all the contracts you have sent to your customers via Client Dispute Manager Software? In that case, you can go to the company tab and click digital contracts.

credit repair software contract screen

 

Then go to digital signature records to see all the contracts you sent.

client dispute manager digital contract

 

You can easily manage and send your contracts through the Client Dispute Manager Software.

 

Bonus: Now that you have read this article, why not take your new skill and start your own credit business helping others? We have free training that can help you do just that.
Click here to learn more.

 

 

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