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Advanced Step
FandEye™ - Sign

If you've previously conducted a presentation outside of iTapMenu, such as a Product Only presentation over the phone, or if you've sold products where a full presentation may not be necessary, or if you need to make adjustments to a contract, this method allows you to bypass the presentation process. You can directly select the products the customer desires and proceed to contracting, giving you a sense of efficiency and control. 

1. Ensure that you've rated your products. Then, with ease, adjust the coverage, term, and retail in the products you intend to contract on the "Menu" tab. This straightforward process should instill confidence in your ability to navigate the platform. 
2. Click the orange "Sign" button on the upper right side. 
3. A drawer will open. Then, you can choose the customer's column or the products individually. (* Select the correct products from the column where you adjusted the coverage, term, and retail. This is very important.)
4. Make sure the products and retail match those you want to contract. 
5. Then click "Save" in the bottom right corner of that drawer. 
6. You will then be directed to the documents tab to issue or re-issue your contracts.

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Checklist Menu

Stripe