The other docs are manageable for now, especially knowing new ones are in
the pipeline. Katie has been really helpful in getting them modified.
On Tue, Apr 11, 2023 at 1:16 PM Timothy Thomas <tt@thekey.com> wrote:
> Thanks Dennis,
>
> Are there any other changes needed in the Winnipeg and Calgary markets?
>
> On Tue, Apr 11, 2023 at 1:38 PM Dennis Fancy <dfancy@thekey.com> wrote:
>
>> 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]
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>
Dennis Fancy, BSP
Care Solutions Manager
TheKey.ca <https://thekey.ca/>
[image: TheKey]