Overview
Customer Portal Common Settings let you control core customer portal features from one page. You can turn estimate signing on or off, enable customer deposits, require an electronic signature agreement, and (if Storage Inventory is part of your account) control whether customers see an item-level activity log in the Storage Portal. The page groups settings into cards, and a Save bar slides up at the bottom when you make a change.
Before You Start
You need access to Customer Portal Common Settings to view or change these options.
How To Do It
Open Settings.
Select Customer Portal, then Common. The page opens with settings grouped into cards.
In the Estimates & Signatures card, use the toggles to control estimate features:
Enable estimate signing: Allows customers to sign estimates through the customer portal.
Enable customer deposits: Allows customers to pay deposits through the portal. Configure the deposit amount in your accounting settings, and confirm the branch has a payment gateway set up.
Require electronic signature agreement: Requires customers to agree to an electronic signature agreement before signing. When this toggle is on, you can customize the Electronic Records and Signatures Disclosure that appears to customers.
After you make a change, the Save bar slides up at the bottom of the page.
Click Save to apply your changes, or click Revert to discard them and restore the previous values. A confirmation message appears when your changes are saved.
Key Details and Notes
To apply a standard disclosure template, use the Apply Template option above the Electronic Records and Signatures Disclosure editor. You can also write or edit the disclosure text directly in the editor.
Best Practices
Save your changes before opening another settings page. Pending edits do not carry over if you navigate away without saving.
Coordinate updates to estimate signing settings with your sales team so customers see a consistent experience.
Review your Electronic Records and Signatures Disclosure text before turning the requirement on, especially if your state has specific language requirements.