Online signatures for order confirmations

3. Click Save to apply the changes.

When using a quotation template, the online signature can be enabled by selecting Signature in the Online Confirmation field of the template form.

For individual quotations, the signature option is available in the Other Info tab:

• Go to the quotation.
• Open the Other Info tab.
• Under Online Confirmation, select Signature.

Confirming Orders with Online Signatures

When a customer views a quotation through the customer portal, a Sign & Pay button is displayed.

Upon clicking Sign & Pay, a Validate Order window appears. In this window:

• The Full Name field is automatically populated based on the customer’s contact information.
• The customer is prompted to provide a signature using one of the following options:
  • Auto: Generates a digital signature based on the customer’s name.
  • Draw: Allows the customer to manually draw their signature using a mouse or touchscreen.
  • Load: Lets the customer upload an image file of their signature.

Once the signature method is selected, the customer clicks Accept & Sign.