Customer view and e-signature
What your customers see, how they choose options, accept with a signature or decline, and the records kept.
- What your customer sees A tour of the customer's quote page: your branding, the items and totals, terms and payment schedule, questions, and the Accept and Decline bar.
- Preview your quote as the customer sees it Three ways to check a quote before and after sending: the Preview tab, the preview in the send dialog, and Customer view.
- How customers choose options How customers include optional items, pick from multiple-choice groups and change quantities, and how their choices reach you.
- Accepting a quote with an e-signature What your customer does to accept: verify their email if required, agree to your statement, sign by drawing or typing, and add a reference.
- Email verification codes How the optional one-time code works: who receives it, how long it lasts, how many attempts are allowed, and what to tell a customer who cannot find it.
- How customers decline or ask a question What the customer sees when they decline a quote or ask a question, and what you receive.
- Download a PDF Download a PDF of any quote yourself, let customers download one from their quote page, and choose the page size.
- The signature certificate and audit trail What the signature certificate at the end of an accepted quote's PDF records, and how the document hash and audit trail support the signature.
- Countersign an accepted quote Add your organisation's signature to an accepted quote, using your saved signature or a new one, so both parties have signed.
- Acceptance and e-signature settings For admins: write the acceptance statement and choose whether customers must tick it, sign, verify their email or give an order number, plus PDF and viewing rules.
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