Overview
Add electronic signature options to your document templates to simplify the signing process, ensure legal compliance, and make document management faster and more secure.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Electronic signatures (e-signatures) are digital marks that indicate a person's agreement to a document's terms.
The E-Sign functionality is currently only available for Service Agreement and Estimate templates. To use the E-Sign feature, you should have the E-Sign component added to your document template design.
The Template Type you select when creating the document template determines what components are available for placement in your document template. For example, a template type of Invoice displays invoice-related components, such as invoice totals, billing address, and invoice payments. For more information about components, see Manage document template components in Template Manager.
Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component.
You can edit certain component labels to display the text of your choice.
Add the E-Sign component to your template design
The E-Sign functionality is added as a component while designing your document templates. For more information about components, see Manage document template components in Template Manager.
To add the E-Sign component:
Go to the navigation bar and click Settings
.In the side panel, click Operations > Document Templates.
Edit an existing document template or create a new one. The Template Design screen opens.
In the side menu, click Content. A list of available components opens.
Drag and drop the E-Sign component to the template area.
Select the E-Sign option type
In the Content section, you can select the Type of the electronic signature option.
Signature: Allows the customer to provide their full signature.
Initials: Allows the customer to add their initials, often used for quick acknowledgments.
Date Signed: Automatically records the date when the document is signed.
Full Name: Pulls up the customer’s full name.
Note: You can add the E-sign component multiple times in a document template to include different content types, such as Signature and Date Signed.
Tip: You can also customize your component. For more, see Create a custom component.