eSigning

Learn about how to sign quotes in-person with your customers or email them for signing later. Once a quote is signed new options appear to create orders and invoices.

The eSigning Page

  1. Your customer will view their quote in the PDF viewer. When they are ready to sign their quote, they will be redirected to the esigning page. On this page, they will be able to select:
    1. Financing Options,
    2. Quote(s) they want to move forward with,
    3. Optional Upgrades,
    4. Product selections, and
    5. Make additional notes.
  2. Once their selections have been made, they will click on the Save and sign button at the bottom of the page. A new window will pop up and there will be 2 options available for signing:
    1. Type your name in the signature box, OR
    2. Use a finger or stylus to draw their signature. Click on the drawing icon beside the signature box.
      1. Click on Use Signature to save it.
  3. Check all boxes that your signature and initials will be applied to which are listed underneath the sentence that states, "I understand that my signature/initials are being applied to:โ€
  4. Click the green Sign quote button at the bottom of the pop-up window to finish the eSigning process.

eSigning Options

Option 1: "Sign Now" with your Customer

Use this option when you are with your customer to sign in-person. A copy of the signed quote will be sent to both you and your customer.

  1. Open any project and open a report for editing.
  2. Click on Review and Share.
  3. Click on Sign now.
  4. Confirm the email address the signed quote will be sent to. Click on the pencil icon to edit the email address, and then click Sign Now.
  5. You will be taken directly to the eSigning page.
  6. On the project details home page, under the report type, the signed status will say Signed on MM DD, YYYY.
  7. Click on View Details to see who signed the quote.

Option 2: "Send for Signing" through Email

Use this option when you will not physically be with your customer so they can review and sign the quote through their email.

  1. Open any project and open a report for editing.
  2. Click on Review and Share.
  3. Click on Send for signing.
  4. If you need to change the email address, click on the pencil icon beside the email address. Quotes can only be sent to a single email address.
  5. Include a note or an email template for your customer.
  6. When complete, click Send for signing.
  7. Your customer will be sent an email with a button that will take them to the eSigning page.
  8. On the project details home page, under the report type, the signed status will say Sent for signing and the date, as well as how many signatures are required.
  9. Once all signatures have been completed this status will change to Signed on MM DD, YYYY.
  10. Click on View Details to see who signed the quote.

๐Ÿ“˜

You will get a copy of the quote sent for signing email!

Whenever an email is sent to your customer from SumoQuote, you will also receive a copy. Be sure you don't click on "Review and Sign" in this email or you will be signing as your customer!

Option 3: Manually Sign

Use the Manually sign button when your customer has signed a hard copy of their quote. This option does not collect a customer signature, but will reveal the order and invoice options for a signed quote.

  1. Open a project with a report.
  2. Click the Manually sign button on a report that has already been signed manually by your customer.
  3. You will be taken to the eSigning page.
  4. When you Save and Manually sign this quote a pop up will appear letting you know you are completing this quote without a customer signature. Click on Yes, complete quote to sign.
  5. On the project details home page, under the report type, the signed status will say Manually Signed and the date.