Would you like customers to be able to easily give their approval by adding a signature to your online quotation? In this article, we explain step by step how you can set up quotation templates to require a signature.
How do you set up the signature for an online quotation?
Go to Settings (gear icon at the bottom left) and select Quote, Email and Brands.
Click on Quote Templates and open the template where you want to indicate that a signature is required.
Click on Tools at the top:
Tick “Signature required”:
In the text box below, you can enter a personalised text that will be displayed next to the signature field.
Where does the customer sign?
Once you have sent the quote and the customer clicks on ‘Accept Quote’, a screen will appear where the customer can place their signature:
The online signature is then saved under the heading Linked Files in the corresponding assignment.
It is also possible to enable or disable the signature requirement box per quote.
Do you have any questions about this? Feel free to contact us!
Kind regards,
The Catermonkey Team 🍌