Build the contract in Passare by adding items to the Goods & Services page.
In a case, select Goods & Services.
Notice the unlocked symbol. This indicates the contract has not been signed.
From the drop-down, you can select any item from your price list.
The items are broken up by categories. You can look through each category or use the search bar to find what you're looking for.
Use the Quick-Add button to find items you frequently use.
See How to Add a Price List Quick-Add for more information.
To customize the amount or name of an item, select a Discretionary option.
To remove an item, select the to the right.
If your state requires tax, Passare will calculate it for you into the total.
Check the box for the Disclosures you want to appear on the contract.
Once you check the box, you'll be able to edit the content, if needed.
Printing the Contract:
Once you've added all of the items, you can download and print or save and email the contract to the family.
To do so, select the contract under Standard Forms.
Select Yes to indicate the family has signed the contract.
Note: It is very important to sign every case so the goods and services appear on your accounting and revenue reports. See How to Sign an At-Need or Cash Sale Case for more information.
Once Saved, the locked symbol will appear next to Goods & Services at the top of the screen to indicate the case has been signed.
Save as Resigned:
Once the case has been signed, any modifications will show as a refund or adjustment.
For example, if the family comes back and would like to change the casket they've selected, delete the item and choose a new casket.
It will show which casket was refunded and which casket was added.
Scroll down and Save as Resigned.
If the family would like to see the changes on the contract, select the gear icon at the top of the page, and check the box for Include Contract Changes on SFG.
You can then re-download and print the revised contract.
Need More Information?
Need Help? Email us at email@example.com or call 1-800-692-5111!