Digital Document Signing (Quotes, Confirmations, Delivery Notes)

Your clients can now sign your quotes, confirmations and delivery notes digitally

Author: Tim Randall | Last Updated: 30/03/2021

Your clients can now sign your quotes, confirmations and delivery notes digitally.
Email your client using the link provided by the system and they can see a PDF of the quote, order confirmation or delivery note. If they want to accept or sign, they click on the ‘Accept…’ button and are given three options:

  • Signing by using the mouse
  • Typing in their name
  • Uploading an image of their signature

Digital Document Signing (Quotes, Confirmations, Delivery Notes)

When they have confirmed this, the status of the quote, job or confirmation is automatically updated and the client gets a copy of the document automatically. You can view this document on the quote/job/delivery note screen.

Add the tag {AgreementSignature} to your document and this will be populated with the signature image before the PDF is sent by the system as a confirmation to the client.

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