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Description
Rock Paper Coin serves as a comprehensive client management solution designed to enhance the efficiency of proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business owners. Users can effortlessly generate polished, branded proposals in a matter of minutes by utilizing either templates or personalized designs, and they receive real-time notifications upon sending these proposals. Additionally, the platform allows for seamless integration of inquiry forms on websites, facilitating straightforward lead capture and management. It features digital contracts that include e-signature capabilities, flexible invoicing options with installment plans and automatic reminders, as well as secure payment processing through Stripe, ensuring bank-level security, prompt deposits, and adaptable fee management. Users have the ability to embed branded lead forms, organize and view submissions, and efficiently convert leads into clients directly within the platform. Offering extensive customization, Rock Paper Coin allows for personalized branding across proposals, contracts, invoices, and emails, and it also integrates with Google Drive for easy document access while providing robust functionality on both desktop and mobile devices. This multifaceted platform is designed to meet the diverse needs of users, making it an invaluable tool for those in the event management and small business sectors.
Description
Sprucebooks was specifically designed to cater to the needs of the Insurance Industry. We have created a user-friendly payment relationship system that enables insurance agents to maintain regular contact with their clients through an accessible Client Portal. Today's consumers seek applications that provide real value. Our app empowers Insurance Agents, Carriers, and MGAs to effortlessly send payment requests, e-signature requests, instant messages, and essential documents to their clients. With the Assureify mobile app developed by Sprucebooks, you can easily solicit credit card payments, obtain e-signatures, distribute crucial insurance documents, and communicate via instant messaging, all while presenting enticing insurance offers. Its intuitive design ensures that clients remain engaged with your agency thanks to timely notifications. Sprucebooks equips you with tools to manage credit card payments, dispatch e-signature requests, initiate payment requests, communicate with clients, establish recurring payments, and deliver important documents, all through our user-friendly dashboard, making client interactions seamless and efficient. This comprehensive approach fosters stronger relationships between agents and their clients.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Apple Pay
Yes
Google Drive
Yes
Google Pay
Yes
QuickBooks Accountants
Yes
Stripe
Yes
Integrations
Apple Pay
No
Google Drive
No
Google Pay
No
QuickBooks Accountants
No
Stripe
No
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
Pricing Details
$14.95 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Rock Paper Coin
Founded
2019
Country
United States
Website
rockpapercoin.com
Vendor Details
Company Name
Sprucebooks
Country
United States
Website
www.sprucebooks.com
Product Features
Event Booking
Attendee Management
No
Confirmation/Reminders
No
Discount/Coupon Management
No
Event Calendar
No
Marketing Management
No
Online Payments
No
Online Registration
No
Social Media Promotion
No
Wait List Management
No
Website Management
No
Product Features
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
