PracticePanther - How it Works (2021)
Brian Gomez, Account Executive at PracticePanther, presents to Bob Ambrogi
In This Video:
00:00 - Introduction
01:30 - Using Intake Forms to Generate Contacts
06:47 - Workflow Automations
11:09 - Building Document Templates
15:12 - Adding eSignatures to Document Templates
15:42 - Taking Payments Internally
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