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If I am not with the customer, how can I get him or her to sign the contract remotely?

you can have new and existing customers sign remotely, remote completion, email completion

Lance Wight avatar
Written by Lance Wight
Updated over 7 years ago

New Customer

First of all, you need to enable Remote Completion. You do this under settings->configuration->scheduling

Next, when adding a new customer, the Email or remote completion will be on Step 4 of the customer creation process. If you don't see that button, you either don't have remote completion enabled or you haven't entered a customer email in Step 1 of customer creation.

Existing Customer

Go to the customer->actions->resend email->remote completion

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