BizCortex documentation

Send a quote for signature

Let the customer sign a quote electronically; signing accepts the quote.

A sent quote has the button "Send for signature". It starts an electronic signature request with the quote PDF. When the customer has signed, the signed PDF is attached to the quote and the quote is accepted automatically with the name of the signer.

Send a quote for signature
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales

Steps

  1. 1. Send the quote first

    The button appears only on quotes with status Sent.

  2. 2. Click "Send for signature"

    The signature wizard opens with the quote PDF and a suggested signer: the quote contact, or else the customer with their email.

  3. 3. Check signers and settings

    Adjust the message, order (All at once or One after another), language of the emails, Valid until and the reminder interval. Add or remove signers.

  4. 4. Place fields

    Click on the page to place signature, initials, date, text or checkbox fields. Without fields the signature appears on the audit certificate only.

  5. 5. Send

    Click Send and confirm. Each signer gets a link and confirms with a one time code by email or text message.

  6. 6. Completion

    After the last signature everyone receives the signed PDF. You find the request in the Workspace app under E signature.

Good to know

  • You need the electronic signature write permission (Owner, Admin, Accountant and Sales have it).
  • If the quote can no longer be accepted (for example because it has expired), the signatures are kept but the quote is not accepted.
  • Orders, delivery notes and invoices cannot be sent for signature from their page.

Related