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      Quote Signatures
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        Quote Signatures

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          Setting Up Quote Signatures

          1. Navigate to the domain page and enable quote signatures.

          2. The PDF signature is configured by going to the quote PDF generator template and selecting signatureReceivedB64 as an 'Insert Data Field' value on an 'Image'.

          First, insert a blank 'Image'.

          1. Second, insert signatureReceivedB64 as an 'Insert Data Field' value on the 'Image'.

          On the PDF, add a text box with signatureReceivedPrintedName and signatureReceivedSignedAt for the signer's name and date to populate on the PDF. Save your PDF template.

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          1. Now, when you go to email a quote, you can choose whether or not you request a signature.

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          1. You can see which quotes are signed on the quotes page and on each individual quote's page.

          2. Here is a visual of what the customer will receive via email:

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          Default Quote Messages:

          When you are sending a quote to a customer, you have the option to add in your own message. We do not have a place to set a default message for all quotes. However, when you add a message, it will save for that customer and become their default.

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