Setup
You will need the following permissions in your security group:
Can change site configuration settings
Click here to learn about permissions and security groups.
How to set a quote threshold & view the signing log
1. Navigate to Control Panel > Sales Quoting/Defect Quoting
1. Navigate to Control Panel > Sales Quoting/Defect Quoting
2. Set the value in Defect Quote/Sales Quote Electronic Signature Threshold then click Save
2. Set the value in Defect Quote/Sales Quote Electronic Signature Threshold then click Save
3. View the signing log on the quote
3. View the signing log on the quote
After your client has approved the quote, you can view the signing log on the quote.
What your client sees when the quote exceeds the threshold
Their name and email address need to be entered, then click Send verification code.
Note: Only the original recipients of the quote are authorised to approve it.
Their name and email address need to be entered, then click Send verification code.
Note: Only the original recipients of the quote are authorised to approve it.
They'll receive an email with a verification code. They just need to copy and paste the code into the field provided and click Confirm Approval.
They'll receive an email with a verification code. They just need to copy and paste the code into the field provided and click Confirm Approval.
A copy of the digital signature will be added to the quote PDF and approvers will automatically receive a copy of the signed quote, complete with signature verification at the bottom.
A copy of the digital signature will be added to the quote PDF and approvers will automatically receive a copy of the signed quote, complete with signature verification at the bottom.
