Send a Scope of Appointment

Send your contacts a scope with just three clicks.

Time-saving features:

Get your scopes signed 3 ways: in-person, via email, or send a link via SMS
Custom branding: Add your logo and color scheme so your contacts see your brand from day 1.
Auto-save to your account: Once your contacts have signed their scope it will automatically save to their profile – no more manual uploads.
Spanish translation: With just a click of a button!

How it Works

Locate the Contact for the beneficiary
In the Contact, click on the down arrow next to the blue “Edit Contact”
Select “Send SOA”
Use the checkboxes to indicate which products you’ll be discussing in your meeting

Note: Your client will be able to add additional products they’d like to discuss when they fill out the form

Enter the date of the meeting
Select if the client will sign in person or needs the form emailed
If emailing the form, you can indicate if the form should be sent to the recipient or to an authorized party
Click on “Save and Email SOA”

A Scope of Appointment will be sent to the client. Your client can verify the products they’d like to discuss, sign the form simply by typing their name, and send the completed form back. Once they send the form back, you’ll receive an email and a notification in the Platform. The client’s Contact will automatically update with the information they submitted. If you’d like a copy of the document, one will be saved in the Engagements tab in the Contact.

Generic Scope of Appointment

Generic SOA (Scope of appointment).pdf48.6KB

← Previous

Platform features

Quote & enroll

Send a Scope of Appointment
Time-saving features:
How it Works
Generic Scope of Appointment

Send a Scope of Appointment

Send your contacts a scope with just three clicks.

Time-saving features:

Get your scopes signed 3 ways: in-person, via email, or send a link via SMS

Custom branding: Add your logo and color scheme so your contacts see your brand from day 1.

Auto-save to your account: Once your contacts have signed their scope it will automatically save to their profile – no more manual uploads.

Spanish translation: With just a click of a button!

How it Works

Locate the Contact for the beneficiary

In the Contact, click on the down arrow next to the blue “Edit Contact”

Select “Send SOA”

Use the checkboxes to indicate which products you’ll be discussing in your meeting

Note: Your client will be able to add additional products they’d like to discuss when they fill out the form

Enter the date of the meeting

Select if the client will sign in person or needs the form emailed

If emailing the form, you can indicate if the form should be sent to the recipient or to an authorized party

Click on “Save and Email SOA”

Generic Scope of Appointment

Generic SOA (Scope of appointment).pdf48.6KB