How to get a customer signature on a quote in JobSheet
Before you start
- Quote status sent (or ready to send).
- Customer email.
Steps for you
- Open the quote and choose Email to customer.
- Ask the customer to open the quote link in the email on their phone or computer.
- On the quote page, they draw or confirm their signature and submit.
- JobSheet sets the quote to accepted and stores the signature. You see confirmation on the quote detail screen.
Email to your team
When you (or a teammate) last sent the quote with Email to customer, JobSheet emails that person when the customer accepts online. The message includes a link back to the quote so you can Confirm quote & create job sheet without watching the inbox all day. If nobody sent the quote from JobSheet yet, the workspace owner gets the email instead.
After signing
- Open the quote and choose Confirm quote & create job sheet on the Workflow panel when you are ready.
- Signed quotes keep the signature on print and PDF views that support client signatures.
Tips
- Signatures require the public quote page from Email to customer. Customers never log into your workspace.
- If the customer cannot sign digitally, use Print / PDF and collect a wet signature offline.
- Revision quotes need a new send and sign if scope changes materially.