--000000000000840849060c063d0c Content-Type: multipart/related; boundary="000000000000840848060c063d0b" --000000000000840848060c063d0b Content-Type: multipart/alternative; boundary="000000000000840848060c063d0a" --000000000000840848060c063d0a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim Updated the English and French PAF for Montreal and have included a general CAD Credit card PAF that can be used for all other locations where a client opts to use a CC vs PAD Please let me know if there is anything else I can assist with. Thank you, Lito Delapena Help Desk Manager * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Wed, Dec 6, 2023 at 11:03=E2=80=AFAM Timothy Thomas wrot= e: > Hi Lito, > > Thank you for this. Please note that for Montreal (Quebec), we cannot > apply the 2.7% credit card fee as per provincial law. > > @Steve Koyanagi to your point in the other thread > can we use a single PAF form for all of Canada (minus Montreal)? I see no > mention of the local entities on the form. If yes then I prefer > the Vancouver format. > > If the above is ok, we would need a stand alone credit card form in > English and French without the fee language for Montreal which would only > be used for clients who refuse PAD. > > I hope that makes sense. > Thanks > Tim > > > > > On Wed, Dec 6, 2023 at 12:11=E2=80=AFPM Lito Delapena > wrote: > >> HI Team, >> >> I have updated the CC PAF template for our CAD clients to include the >> 2.7% Surcharge Verbiage. @Timothy Thomas I noticed that >> the forms did not include American Express as one of the Credit Card >> Options, should this be added be added? I have also updated the French >> version of the Montreal PAF, if you can please review and let me know if >> adjustments are needed. >> >> Thank you, >> >> Lito Delapena >> Help Desk Manager >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Wed, Dec 6, 2023 at 8:49=E2=80=AFAM Steve Koyanagi >> wrote: >> >>> Sounds good; feel free to reach out to me as needed. >>> >>> On Wed, Dec 6, 2023 at 5:41=E2=80=AFAM wrote: >>> >>>> Hi Steve >>>> >>>> >>>> >>>> Thank you for your help with this! >>>> >>>> >>>> >>>> Lito runs our Billing Help Desk and is working on this for our Canada >>>> clients, and Alyson is tracking the project status so I=E2=80=99ve cop= ied them both >>>> here. Yesterday I saw that our Payment Authorization forms already inc= lude >>>> the right fields, so I think we=E2=80=99re all set there, not sure whe= re the 2.7% >>>> surcharge fee is called out but I am looping Lito in to confirm what i= s >>>> needed. >>>> >>>> >>>> >>>> To follow, Tim, we need to make sure Pandadoc has all the same >>>> paperwork and the field knows how to ensure they select the right form= s and >>>> we should be all set. >>>> >>>> >>>> >>>> Elizabeth Clark >>>> >>>> *Direc