Requesting customer authorization with an electronic signature gives your customer a quick and easy way to give their approval while giving your shop a written record of the authorization. If you’re interested in adding the E-Signatures feature to your shop, please reach out to our support team through the chat icon.
Request an E-Signature
E-Signature on an Estimate
When you send an estimate to the customer, you have the option to request authorization from the customer and request an e-signature.
Check out our help article Request Customer Authorization to learn more about requesting authorization before performing services on an estimate.
When the customer has selected which services they’d like to approve or decline, they should select the Sign & Authorize Service(s) button.
From here, the customer is prompted to provide an electronic signature via drawing or text.
E-Signature on an Invoice
When you send an invoice to the customer, you can request an e-signature to allow the customer to sign and agree to your shop’s Invoice Terms. The customer’s process to sign the invoice is the same as signing an estimate.
E-Signature Settings
Select the Settings icon in the bottom left corner of your screen. Select General Settings.
In the E-Signature Settings section, select your default settings.
Request e-signature by default on estimate authorizations: Select Never, First Authorization, or Always for e-signatures to automatically be toggled on when sending estimate authorizations
Request e-signature by default on invoices: Toggle on to enable e-signatures by default when sending invoices to customers
Select Save in the top right corner of the General Settings page.
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