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      Quote Signatures
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        Quote Signatures

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          Setting Up Quote Signatures

          • Navigate to the domain page and enable Quote signatures.
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          • 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'.

          1. First, insert a blank 'Image'.

          2. 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.

          image.png

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

          image.png

          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:

          image.png

          Packing Slip PDF Generator:

          When you are looking at the Packing Slip, there will be an icon that looks like this:
          image.png

          This will open your PDF generator so you can edit the PDF yourself. Steelhead Customer Support is also available to help edit your PDFs.

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