Signing a Subscription Agreement

Find Offering + Click Subscribe

(If the button is greyed out, this means the Lead has subscriptions turned off)

Select profile type, profile, and enter the amount you are signing for

Click "Load Agreement for Signing"

(If you are signing with a Joint profile, it will have the primary signer complete their portion before emailing it over to the secondary for their signing) 

It can take a minute or two for the document to load... be patient. :) 

Once the document has loaded, it will show the text boxes that must be filled out.

Click to type or sign the boxes.

The amount will be prefilled based on the number you entered at the beginning. 

When all required boxes have been filled, it will let you click "Continue". 

Almost there.... :)

Click "I agree"

Yahoo! Success!!!

It can take up to 30 seconds to update within Podium.

It will now appear under the In Progress tab. 

IF YOU NEED TO DOWNLOAD A COPY FOR YOURSELF

(it will not contain the Lead signature at this point)

CLICK THIS BUTTON

IF ANY CHANGES NEED TO BE MADE AFTER SIGNING PLEASE CONTACT THE LEAD TO HAVE THEM PLACE IT IN THE REDO STATUS. If you get an error that a subscription already exists, this means the Lead has already countersigned your SA and will need to delete the signed agreement from their documents tab before you can sign again.