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Goals
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Few steps as possible to “done” & downloadable PDF

Fast! (webpage steps specifically)

Tools to prevent errors:
  live previews
  easy corrections
  contextual help


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New-to-Merchants features
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Live document preview

Live pricing

Document bundle

Save an in-progress/incomplete record

Secure transcript for history & exchanging information

Secure document attachment


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Do not lose sight of
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Easy access to PDFs

Ability to endorse/cancel

Logical steps/divisions during data entry

Integrations, e.g. domain search results and existing agency bond lists