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.

View Previous Authorizations on an Order

View the PDF of the signed estimate or invoice after the customer has authorized it.

From within the estimate, select the order tab on the right-side panel. Select the Authorizations dropdown. Select View Authorizations.

In the Authorizations menu, select Options under the authorization. Select View PDF.

You can now view the downloaded PDF in a new tab.

E-Signature Settings

Select the Settings icon in the bottom left corner of your screen.

Select General Settings under the Settings section on the left-hand side.

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.

Related Articles

• Request Customer Authorization

• Recommend Services on an Estimate

• Send Estimates & Invoices

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!