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Question

Need to add services post signed without bothering client (Issues with tech).

  • February 15, 2024
  • 1 reply
  • 16 views

Jordi Mullor

Have a client that has struggle to use the platform and has tried adding the services a few times. After a few tries, the client signed for the third time (and everything that that implies) and still didn’t add the right services. We then changed to “view only” the services, and I thought it would add them automatically, but nope, contract came with an empty services section. 

Any recommendation to edit this contract without requiring the client to try to sign again. I can obviously export and do it manually, but thought trying here before doing that. 

Thanks!

1 reply

Kait former community manager
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Hi @Jordi Mullor this sounds like a real headache—so sorry about that. I’m going to create a support ticket for you because the service selection challenges you ran into sounds like it needs investigation. You should hear from a support specialist shortly.