The Sales Tool Trifecta: Exploring Travefy’s E-Sign, CC Authorization, and Invoicing Tools

Discover Travefy’s powerhouse tools for safe and secure efficiency when it comes to collecting client payment information and more.
During the webinar, we cover:
- Getting started with built-in form templates
- Using e-signature to collect waivers forms and more
- Setting up invoicing through Travefy
- Securely collecting credit card authorizations
- And more
Webinar recorded on January 25, 2024
Start a free 10-day trial of Travefy: info.travefy.com/getstarted
Links shared in webinar:
- Guide Notes from Webinar: intercom.help/travefy/en/arti...
- Library Sharing Gallery (Free Form Templates): travefy.com/website/Library-S...
- Visit Travefy's News Center: news.intercom.com/travefy
- Join Travefy's User Facebook Group: / travefy
- Invoicing Overview: intercom.help/travefy/en/arti...
- [NEW] Proposal Agreement Form Updates: intercom.help/travefy/en/arti...
- [NEW] Invoice Automation: intercom.help/travefy/en/arti...
Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.

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