Vancouver Payment Authorization

Hi Katie,

It's been awhile. I hope you are doing well! Copying @Timothy Thomas
<tt@thekey.com> on this as we were discussing these issues earlier in the
day.

I am hoping you can make some adjustments to the PandaDoc for the Vancouver
Payment Authorization.

Firstly, clients have to enter both banking information and credit card
information to enable completion of the document. Are you able to adjust so
that it can be one OR the other? Currently I have been asking clients to
enter n/a, dashes or zeroes on the one side which is an inconvenience.

Also, the title of the document reads "Vancouver Credit Card Payment
Authorization" when it should read "Vancouver Payment Authorization."

Hoping you can help with this and thank you in advance.

Dennis Fancy, BSP
Care Solutions Manager

TheKey.ca <https://thekey.ca/>

[image: TheKey]