Quote Signatures

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:

1. Navigate to the quote PDF generator template.
   

2. Add an image component to the PDF editor.
   

3. Double-click on the image and add {signatureReceivedB64} as a data field.
   

4. 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.
   

5. Save the PDF editor.
   --