FREE

Please review/create your own pricing, commissions, and proposal templates first in the Admin tab.

Then, create one ore more plans in Admin > Plans that contain your preferences.

Be sure to assign them to yourself (as well as others if permitted).

In the Admin > Assignments tab, you can see all the plans you/others have access to, as well as their default plans.

You may create unlimited plans to target various industry verticals.

Please submit only ONE statement per PDF (e.g. cannot have multiple locations, multiple timeframes, or different merchants in the same PDF).

If your PDF includes multiple statements, please split the document into the corresponding statements (one per PDF) and submit them one by one.

If the statement is protected, add the password at the end of the file before uploading: “statement.pdf” -> “statement_12345.pdf”.