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Digital Signature

Click the "Signature Requited checkbox" or select "Only Signature Required" if your are not planning to collect payments thorough your website. 

 partial payment and signature

 

Your Lead will see this widget on their Quote/Proposal:

digital signature Once your Sales Proposal is signed, you will automatically get notified by email or SMS (Check Action Emails and SMS settings)  And your Quote/Proposal will change it's status to Signed, you'll see it in the Leads Timeline and on the Quotes Tab. Also, the PDF-document of your quote will be attached to your lead on the documents tab.



quote pdf

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