Signature Request

The signature request feature is used to obtain a signature from the customer via email where the customer can sign and accept the quote or agreement using most desktop and mobile devices. A unique signature request link is emailed to the customer, where they click on the link which takes them to an online document for electronic signing. You are then notified of the acceptance via email, and a notification appears at the top of the Invoice screen to indicate the customer has signed.

How to set up a Signature Request email template

  1. Go to Setup > Preferences > Email.
  2. Scroll down and click 'Other Email Templates'.
  3. If no signature name exists called 'Signature Request' then click 'New Email Template' button at the top.
  4. Enter the name of the new signature as 'Signature Request'.
  5. Enter your preferred email message, and use the 'Insert Placeholder' dropdowns to the right of the page to insert placeholder objects that will be replaced with the relevant content, for example {Company}, {First Name}, {Last Name}.
  6. Use the {Signature Request Link} placeholder to insert the signature request link into the email message when sending the request.
  7. Click 'Save Changes' once completed.

How to set up Terms & Conditions

  1. Go to Setup > Preferences > Terms & Conditions.
  2. Enter your terms & conditions, then click Save Changes.
    Note: T&C's are automatically shown on signature pages and the invoice preview.

How to request a signature

  1. Open any quote, booking or invoice.
  2. Scroll to the bottom of the page, where the group of buttons are to the right, there is a dropdown beside the 'Get Signature' button.
  3. Click 'New Signature Request'.  A request is created immediately, and you are taken to the Email page.
  4. The 'Signature Request' template is automatically selected.  You only need to ensure the recipients email address is correct and then click 'Send'.  The customer will also receive a PDF attachment of the document.  Uncheck 'Include PDF Attachment' if you do not wish to include this.


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