Quote Signatures
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Quote Signatures
- Print
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Setting Up Quote Signatures
To enable Quote signatures:
Navigate to the Domain Settings and enable Quote signatures.
Now, when you go to email a Quote, you can choose whether or not you request a signature.
To view if a Quote was signed:
There will be message found on the Quote.
For more details, open the Quote PDF and click on the information icon.
To add signature details to quote PDFs:
Navigate to the quote PDF generator template.
Add an image component to the PDF editor.
Double-click on the image and add {signatureReceivedB64} as a data field.
Optionally, add a text box with {signatureReceivedPrintedName} and {signatureReceivedSignedAt} as data fields, to display the name of the signature user as well as the date signed.
Save the PDF editor.
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