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
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.
