When to Contact Account Manager or Support

Connecting with your GoCanvas Account Manager ensures you receive personalized support for billing, renewals, and account queries. Whether you’re managing seats, reviewing invoices, or planning to integrate new tools, your Account Manager is your go-to resource. This guide explains exactly how to locate your assigned GoCanvas Account Manager and provides tips for contacting the right person for help.

When to Contact Your Account Manager vs. Technical Support

• Account Manager: Billing, contract renewals, license adjustments, subscription inquiries, feature discussions.
• Technical Support: Troubleshooting sync or data issues, assistance with PDF templates, technical integration challenges.

Understanding the Role of Your Account Manager

Your GoCanvas Account Manager is dedicated to helping you optimize your subscription, resolve billing questions, assist with contract renewals, and introduce new features. If you’re considering workflow automations or changing your plan, they act as a strategic partner for your business’s success.

Steps to Locate Your Account Manager in GoCanvas

1. Go to gocanvas.com and sign in to your account.
2. Locate the rocket ship icon at the top of the dashboard after logging in.
3. Click the rocket ship icon to display your Account Manager’s name and contact information.

Tips for a Smooth Support Experience

1. Prepare your account or contract details before contacting support.
2. Direct technical issues to GoCanvas Technical Support for faster resolution.
3. Use your Account Manager for account or subscription-specific guidance.

Conclusion

Locating your GoCanvas Account Manager helps you maximize your investment and gain timely responses to account-related needs. For technical troubleshooting, remember to contact GoCanvas Technical Support. Use these steps to streamline communication and ensure your business continues operating efficiently with GoCanvas.