The PDF Import Wizard can save you hours on every form and merchant agreement that you fill out. Map forms that you use on a regular basis one time in our merchant services CRM, and customize each field’s label, logic, if/then statements, and combinations or use our default settings. Linking the PDF’s fields to fields in PegasusCRM allows you to input data once and have it populate in every linked field throughout the system.
Map signature fields to be signed electronically using Liquid Sign, our digital signature tool, and then categorize PDFs in the Document Manager for easy organization.
To send a merchant their agreements and relevant forms, package them into a single file and send them directly through PegasusCRM’s Merchant Portal – no printing or faxing necessary! Use the PDF Import Wizard to spend more time closing deals, not filling out forms.
If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.
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