Completing agreements by hand is tedious and full of unnecessary paper usage. Close deals with the click of a button by creating Automated Merchant Agreements within PegasusCRM, increasing your returns almost instantly.

The fields in PegasusCRM are designed to match the fields found in merchant agreements, and with our PDF Import Wizard, you can easily map these fields to your forms. Once the fields of the agreement are mapped, simply fill them out in PegasusCRM as you would on paper.

With just one click, you can electronically generate the merchant agreement for viewing, printing, or sharing. PegasusCRM is built to advance your sales flow by sending documents directly to a merchant through the Merchant Portal. Within the system, not only can you submit the merchant agreement for signature, but you can also request any supporting documentation that your processor requires.

Inside the Merchant Portal, a merchant can verify and sign their completed agreement without printing a single page. Approval is as simple as viewing the PDF of the merchant agreement and checking a box to agree to the terms and conditions. Thanks to PegasusCRM’s Liquid Sign feature, merchants can sign an agreement as quickly as it was sent to them using their mouse or a touchscreen device.

The instant that a merchant signs the agreement, PegasusCRM creates a time/date stamp and records the IP address at which the document was signed. The system promptly returns to you the signed agreement, complete with any supporting documentation, directly from the Merchant Portal. From there, your office can board the merchant with your payment processor. If you process with First Data North, Vantiv, or TransFirst, your office can directly board merchants from PegasusCRM. If not, don’t worry; the boarding abilities of PegasusCRM are growing every day!

Learn More!

If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.