How do I request a signature from a Contact on an Estimate?

Your customers can digitally sign Estimates to approve the scope of work to be done.

To request a signature on an Estimate:

  • Open an Estimate in the Financials tab of a Contact or Job
  • Click on the blue Add button next to where it says "Required Signers"

Financials - Signatures - Add Signature

This will pull up a window for you to choose who will sign the document.

Available signers include:

  • The primary Contact
  • Any related Contacts
  • Sales Rep
  • Other team members

Financials - Signatures - Choose Signees

After you have selected who will sign the document, click Next. This will bring up the following window:

Screen Shot 2021-07-27 at 2.36.20 PM

Review the warning carefully; once you click "Send request", the Estimate will be locked and you will not be able to edit the document any further.

Clicking on “Send Request” places all of the signature fields you marked as requested onto the Estimate and sends an email to all designated signers. The signature fields start with the primary contact on the very left, followed by every other requested signature in alphabetical order.

Everyone who is notified of the request will receive an email with the Estimate attached so they can review it. At the top of the estimate, there is a blue Sign button to add a signature to the document.

Financials - Signatures - Sign

A message will pop up, allowing you to proceed with signing. 

  • If you are a team member signing the document, you can click on a button to promptly sign it.
  • If a client is signing the document, they will see their name and be prompted to type their name in a field exactly as it appears on the page.

Digitally signing the document gives a unique identifier to the signature field along with a stamp for when the signer added their signature. The document will then also reveal pagination.

When the document is signed by one signee, but not all, a banner at the top will explain that it will be available for download once all party members have signed. After the Estimate has been fully signed, each party will receive an email letting them know the document is complete and available for download. 

Learn how to notify additional parties of a fully signed Estimate here.

Tips:

  • The link to add a signature to the Estimate is only valid for 48 hours.
  • Once the Estimate is signed by all parties, it will become locked and you will no longer be able to edit it. A signed Estimate is legally binding.
  • If you wish to make changes to a signed Estimate, we suggest you duplicate the signed Estimate (by selecting the 3-dot menu), thus creating a new document.