It is possible to confirm estimates through the e-mail link.
For that, navigate to the "Email template" sub-module and in the "New estimate for" email template add the tag “[SIGNATURELINK]” in the body of the template.
When the estimate is sent to the client, this link offers an option of confirming the estimate by e-signature.
After the client signs the estimate, the status of the estimate will change to “Confirmed” and the status of the automatically created workorder will change to “Confirmed for approval”.
Note: When the client e-signs the estimate via the link in the sent estimate email, both the client and the company receive a “Confirmed Estimates” notification email about the estimate being signed.
The signature will be visible in the estimate PDF.
For that, navigate to the "Email template" sub-module and in the "New estimate for" email template add the tag “[SIGNATURELINK]” in the body of the template.
When the estimate is sent to the client, this link offers an option of confirming the estimate by e-signature.
After the client signs the estimate, the status of the estimate will change to “Confirmed” and the status of the automatically created workorder will change to “Confirmed for approval”.
Note: When the client e-signs the estimate via the link in the sent estimate email, both the client and the company receive a “Confirmed Estimates” notification email about the estimate being signed.
The signature will be visible in the estimate PDF.
Updated on: 30 / 06 / 2021