Set Up Electronic Signature on Quote

Estimated reading: 1 minute 50 views
  1. Click SETUP, located on the sidebar menu (left-hand side of the screen).
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  2. Click SETTINGS option.
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  3. Click E-Sign option, set Require digital signature for Quotes to Yes.
    Optionally, you can change Legal Bond Text that will be displayed to the Customer when accepting the quote.
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    Now the Customer will need to e-sign Quotes when accepting them.
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