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Add Client Signature to Quote

Include a client signature line on your quote, invoice, or proposal reports.

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Written by Ian Cody

Method 1: Quick Toggle

  1. Go to Dashboard

  2. Click the Budget tab

  3. Check the box Show client signature on all quotes

This adds a signature line to the last page of quote reports.

Method 2: Custom Footer

Create the Footer

  1. Go to DashboardReports tab (Global Settings)

  2. Click NewHeader and Footer

  3. Name it (e.g., "Budget Header and Footer")

  4. Drag and drop elements: Line element, Logo, Text field for "Client Signature", Text field for "Date"

  5. Save the footer

Apply to Quote Report

  1. Go to Reports tab in Global Settings

  2. Scroll down to Quote Invoice

  3. Click Add-ons on the left

  4. Under Footer, select your custom footer

  5. Click Save

The signature line will appear on every page of the quote or proposal.

Related Features

  • Creating a Custom Cover Page

  • Remove Table Contents and Cover Page from Report

  • Generating Quote Invoice Proposal

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