Collect signatures electronically through the Customer Portal by enabling signatures or sending a signature request by email or SMS message to your customer.
Send a Signature Request to a Customer
In the Sales module, open a specific opportunity. Navigate to the estimate tab and click the View Documents icon found in the Information panel.
Select the signature option that best meets your needs.
Signature Option Explanations:
Enable Signatures: Allows you to make multiple documents available on the Customer Portal to collect a digital signature. You must tell the customer that documents are available for them to sign in their portal. They will not receive a notification.
Send Signature Request: Allows you to notify the customer by email or SMS that a specific document needs their signature. The customer will receive an email or text message with a link to the document. Clicking the link will take them directly to the document where they can sign and send it.
Reset Document: If the document has already been signed you are able to reset the document, this will remove any previous signatures that have been collected and allows for your customer to re-accept the estimate. You must tell the customer that documents are available for them to sign in their portal. They will not receive a notification. This action cannot be undone.
Disable Signatures: The customer will no longer be able to sign the document through the Customer Portal if the signatures have been disabled. The customer will not receive a notification that the signatures have been disabled on their Customer Portal. If they access the document, they will be unable to sign the document, but they will be able to view the document.
Resend Signature Request: Allows you to notify the customer by email or SMS that a specific document needs their signature again after the initial signature request has been sent and the customer has not signed the document. The customer will receive an email or text message with a link to the document. Clicking the link will take them directly to the document where they can sign and send it.
Once the customer signs the document, the sales representative assigned to the opportunity will receive a notification that a new document has been completed.
If enabled, the customer will automatically receive an emailed copy of their signed document. To enable this email notification to be sent to your customers navigate to Settings > Communication > Email/SMS Templates of click <here>.
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