You can easily add a digital signature to your PDF transactions or provide a designated space with a line for your clients to manually sign. This guide will show you how to incorporate both options, allowing flexibility for different business needs.
Setting up of Signature
1. To set the default signatures, go to Control Panel > Company Settings, then click on the Signature tab.
2. Set up your signature with the following fields:
Field | Explanation |
Top Label | The label at the top of a signature can include details like the signer's name, title, organization, and signing date. |
Bottom Label | The label at the bottom of a signature can include details like the signer's name, title, organization, and signing date. |
Text Alignment | Choose the alignment for the label: Left, Center, or Right. |
Digital Signature | Upload a digital signature (if applicable). If you need space with a line for manual signing, leave this field blank. |
Use User Signature | Toggle on to use the signature from your user profile. Toggle off to use the uploaded digital signature. |
3. To set up signatures 2 through 6, follow the same steps outlined above.
4. Scroll down to the Sales section and assign the appropriate signature to each module. You can refer to the example image below for guidance.
5. For payments, purchases, or other transactions, scroll down to the corresponding sections and assign the signature in the same way.
6. Once done, click Save.
Example of Signature Settings and Outcomes
First example:
Signature 1: Bottom label is set, text alignment is set to Center, and a digital signature is uploaded.
Signature 2: Both Top and Bottom labels are set, text alignment is set to Left, and no digital signature is uploaded.
Assign the Signature 1 and Signature 2 to the Invoice module.
You can expect the following outcomes on your PDF invoice:
Second example:
Signature 3: Bottom label is set with placeholders and styling guide, text alignment is set to Left, and Use User Signature is toggled on.
The first name, last name, and digital signature for the user are set in User Menu > My Profile.
Assign this Signature 3 to the Quotation module.
You can expect the following outcomes on the pdf quotation if the user creates it:
Override Signature for Specific Customers
If you usually use the same signature but need a different one for certain customers, you can override the default signature in Company Settings using form design. Follow these steps:
Go to Control Panel > Company Setting > Signature and set your signature as described above.
Head to Control Panel > Form Design. Click ‘+New’ to create a new form design, or click the ‘...’ (3 dots) next to an existing form design and select ‘Duplicate’. Refer this guide here on customising form designs if needed.
In the Footer section, enable the Override toggle for Signatures and select the specific signature for this form.
Save your changes to the form design.
When printing or generating a PDF for specific customers, select this customised form design to ensure the specific signature is applied.
With this setup, the selected signature will apply automatically to transactions when this form design is chosen.
