Take your customer management to the next level with the ability to send invoices and estimates for e-signature via email or SMS message. This feature is only available on the Pro Plan and will allow your customers to:

First, open any invoice or estimate that is not in Paid or Won status. Then, click the Send drop-down and select Email for e-Sig or SMS for e-Sig.

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After sending, your customers will be able to sign their invoice or estimate by clicking on the Preview & Sign link provided.

Estimates that require a deposit must have the deposit amount paid before the customer can sign and submit the estimate.

Sample e-sign request landing page for basic estimate:

If deposit is required:

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After a signature has been submitted, you can view the signed paperwork in your GorillaDesk account.

The customer will automatically receive a copy of their signed estimate.

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You can also enable notifications for e-signed invoices and estimates.
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Now that you know how to send your invoices and estimates for e-signature, let's see how you can customize your email & SMS templates.

First, open your Settings, and under Email and SMS Templates, select 'System'.

Then you can choose to customize:

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Editing each of those templates will determine how those messages will appear to your customers before and after they sign.

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You can edit your templates in the field to the right while looking at a live preview on the left-hand side.

Once your emails are customized to your liking, click Save, and voila! You're ready to make accepting signatures easier than ever.