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:

Sign an invoice or estimate directly from their email or SMS message.
Forward their signed paperwork back to your GorillaDesk account with just a click.
Download a signed copy of their paperwork.

Here's how it works:

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.

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

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You can also enable notifications for e-signed invoices and estimates.

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Customizing your e-signature emails & SMS (Optional):

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:

Invoice Request e-Signature
Invoice: Automatic Copy after E-Sign
Estimate: Request e-Signature
Estimate: Automatic Copy after e-Sign

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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.