How to eSign your Estimates?

Updated on March 7, 2019 02:41am by Admin

An electronic signature or eSignature is recorded in an electronic form which is intended to provide secure and accurate identification of the signatory. Apptivo is now integrated with Sign.co for eSignature.

First, you have to enable eSignature. Now, let us walk through the steps to eSign your Estimates.

eSignature in Estimates App


Setting up of eSign in Estimates App

  •  Access to the Estimates App
  • Click on More Options(...) → Settings→Customize App→Print/Web Layouts
  • Open existing or Create a new PDF Template
  • Drag & Drop the eSign attribute from the Palette tab

    Setup eSign in Estimates App

Whom do you want to send eSign?

  • In the Configured PDF Template, click on the eSign attribute
  • The Inspector tab will get highlighted
  • Here, click the “Who” drop-down which will have options “Customer and Contact”
  • Then, choose the value as Customer or Contact
  • This configuration works with the respective PDF Template only

    Selecting whom to send eSign

Sending eSign request via Estimates

  • Access to Estimates App and create an Estimate with the configured PDF Template

    Create New Estimates
  • In the Estimate View Page, “Send eSign” button will be enabled

    Sending eSign
  • Click the Send eSign button, It will automatically pre-populate the Customer/Contact email address based on PDF Configuration in Send eSign Popup
  • You could manually enter the email address in the Send eSign Popup if the email address is not present in the Customer/Contact record

    Entering Email Address

    Note:
    Send eSign button will be disabled if the Estimate record is found without the configured PDF Template

Receiving the eSign request email

Once you sent the eSign, Customer / Contact will receive the eSign request email

Email Received by Customer

How to eSign the document against received eSign request email?

  • Click Review & Sign button in the received email
  • It will redirect to Sign.co App
  • In Sign.co, you could view the Estimate document
  • Click the Signature and it will display Create Signature Popup

    Customer Sign

eSign History for Individual Estimate

  • In Estimates App, Go to More Options(...)--> Settings→ Estimates → eSignature

    Selecting eSign History
  • You could set the eSignature History ss misunderstanding on your selection
  • Then in the created Estimate, click on the eSign History tab near Overview
  • Here, you could see the details of the eSignature status

    eSign History

Related Links

Enable eSignature in Apptivo