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Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 3 years ago in Case Management / Case / Goods & Services 0 Future consideration

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest 5 months ago in Case Management / Goods & Services 0 Future consideration

Show Balance including pending payments

Currently on the Payments and Adjustments page, if there are pending payments from preneeds or insurance, those are not reflected in the balance due, and rightly so. However, could you possibly add another line that shows the balance, including pe...
Guest 6 months ago in Case Management / Goods & Services 0 Future consideration

Multiple Contracts for Same Case

When handling cases, we often run into scenarios where we need to create multiple contracts for the same case. For example, one entity is paying for disinterment, with another entity paying for the service and other burial accommodations. Currentl...
Cailen Franze 7 months ago in Case Management / Goods & Services 0 Future consideration

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...
Guest 9 months ago in Case Management / Goods & Services 1 Future consideration