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Customer wants to use a digital signature for quotation

Robert Morrison

started a topic almost 4 years ago

When we create a quote it is in a PDF form and we send it to the customer. There is a line for them to sign the quote. Ok then what happens is that they print the quote then sign it and then scan it and then send it back to us. Is there a way in QW where you can have a digital signature capability where they can digitaly sign it and be able to send it back with that digital signature? I am looking at third party software to do that like https://signrequest.com/#/ but I was hoping that QW has that kind of capability in it.

Thanks for your help.

Rob

1 Comment

Brian Laufer

said almost 4 years ago

Robert,

Have you looked at QuoteValet? QuoteValet can handle an actual 'pen signed' agreement or the more traditional digital acceptance.

https://www.quotewerks.com/quotevalet.asp