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How to use Digital Signature

To use digital signature on your quotes, all you need to do is go to “Settings” and then “Config”.

There you will see the toggle for “use quote digital signatures”. To enable it, click on it and you will see it as blue (as the image below). You can also add specific terms and conditions to it (or leave blank if you don’t want to use it).

And done! You are set to start using signatures in quote.

Inside the quote, when you are ready to share the document you will see the option below to select the person you want to sign the document. You will also need to select the “require signature for approval” to add it in your document.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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