Today is another big day for FillQuick. We released the integration with Moni’ eContract system. You can now create and sign or email Moni eContracts from FillQuick.
To enable one of your FillQuick site users to create Moni eContracts, you need to be logged in as a System Admin and go to
Users > List > User Details > Moni eContract
and specify the eContract system username and password for this user.
Note that Moni does not allow sharing the eContract system username and password between multiple users. You should ask Moni for a separate username and password for each user that will need to create eContracts.
If you have the Moni integration enabled on your FillQuick site, Secretaries, Sellers and Technicians will see a new “eContract” tab on the Customer Details. This takes you to a page that shows the eContract(s) created for this customer. And the user will see a button to create a new eContract if he/she is authorized to do so.
When you click the “New Moni eContract” button, you go to a page where you specify the Signing method:
– Sign now means that the customer will sign immediately from the sales rep or technician tablet.
– Email contract means that a link to the eContract will be emailed to the customer who will sign at his convenience.
You also enter on this page some additional information that is needed to create the eContract. And you confirm or change the answers to the survey questions.
We know you will enjoy using this new feature. If you have any feature suggestions, please email us on firstname.lastname@example.org