Let's find out how it works!
E-Signatures streamline your quotation process by allowing customers to review and sign documents electronically. This removes delays, gives you full visibility of progress, and speeds up approval.
Please contact your Onboarding Consultants if you are interested in this feature.
Before You Start
Add a Customer Email
Quotations can only be sent digitally if the customer has a valid email address.
Open Customer Records.
Select Communication Centre.
Add one or multiple email contacts.
Save changes.
If no email is stored, you’ll be prompted to enter one manually when sending.
Getting There
You can use E-Signatures on any Quotation in:
Service
Hire
Sales Orders
Jobs
To access:
Go to the relevant module.
Open Quotations.
Select or create a quotation.
Enable E-Signature
Open or create a quotation you want to send.
Fill in all necessary details.
Select the Document template.
Select the email recipient.
Raise Quotation.
An E-Signature request is emailed to your customer via PandaDoc.
Customers will see a page like this to sign and confirm (Finish):
The customer will then be emailed a signed downloadable PDF document.
Back at Quotation Details, the status will update to Accepted.
You can raise the Service Contract from this quotation via the Action Tray.
Should a Quote be altered, the original version of the quote's status is set to Rejected.
Tracking Signatures
You will see real-time progress updates, refreshed every 10 minutes, including:
Status | Meaning |
Sent | The document has been delivered |
Viewed | The customer has opened the document |
Completed | The customer has signed the document |
Rejected | The customer has rejected the quote, or there is an updated version of the Quote. |
Expired | The Document was not signed within the given time. |
This provides clear accountability and faster approval cycles.