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Connected HHI can provide a document management solution and a method of
onboarding clients or customers that allows review of an oƯer or proposal to
proceed immediately to an engagement or sale. The document management
solution:
· Uses simple and eƯective forms to obtain information.
· Generates a document that can be delivered by email for review and
signing.
· Allows additional documentation to be uploaded and kept with the
application.
· Stores the final signed document in a cloud repository to be easily retrieved
when needed.
Our small to medium sized businesses often require an effective way to obtain client or customer information, present a document that is approved by signing (such as a quote), and an effective method of managing these documents. We have successfully implemented PandaDoc software to accomplish these services.