Add Questionaire in the Retention Agreement with ease For Free
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It's good that we have this product cause we can just sign PDF's without printing.
Sometimes it's hard to place the 'typing icon' in the right place for filling in information or data.
2019-07-17
It was a little slow at the beginning…
It was a little slow at the beginning until all information required was visible to agent - perhaps of the template for reply used. After that it was very quickly resolved. Thank you for todays agent.It was a little slow at the beginning until all information required was visible to agent - perhaps of the template for reply used. After that it was very quickly resolved. Thank you for todays agent.
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The cost is a little high for what I use it for- just doing some monthly billing for a handful of clients.
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It saves me time and I have a lot of difficulties filling out insurance forms by hand as the fields are so small.
2020-08-26
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2020-06-07
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Maybe slower than hand writing , but legible which is extremely important. My biggest issue is somehow I have two accounts with other documents saved and do not know how to merge them. That was my problem not realizing i had an account already. Thank yall so much!!!
2025-05-03
Add Questionnaire in the Retention Agreement Feature
The Add Questionnaire feature enhances your retention agreements by allowing you to gather vital feedback from users. With this tool, you can improve customer experience and increase satisfaction effectively.
Key Features
Customizable questionnaires tailored to your needs
Easy integration with existing retention agreements
Real-time data collection and analysis tools
User-friendly interface for both clients and teams
Automated follow-ups to engage users and gather more responses
Potential Use Cases and Benefits
Identify areas for improvement in your services
Gather insights on customer preferences and expectations
Enhance customer loyalty by addressing feedback immediately
Facilitate informed decision-making with actionable data
Boost retention rates by understanding user concerns
By implementing the Add Questionnaire feature, you tackle the challenge of gaining customer feedback in a seamless way. This feature not only helps you understand your clients' needs, but also aligns your services with their expectations. Ultimately, this increases customer retention and satisfaction.
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