Summary

Solatech Focus gives users the ability to capture a customer signature on a quote, order confirmation or invoice. This signature will be added to output generated after the signature has been captured.   In order to capture a signature, a touch enabled tablet or laptop is required. This article will provide instructions on how to capture a signature.

Instructions

• From the quote, sale or order review page, expand the section Signature and click the Get a New Signature button

• A review screen with a gray signature box will be shown
• The customer will sign in the gray box
• Once customer signature has been capture, press the Done button

• On the quote, sale or order review screen, the expanded Signature section will display the captured signature, along with a date stamp

• If a quote or sale is modified, the existing signature can be removed and a new signature can be captured by using either the Get a New Signature button or the Remove Signature button
• Output generated will display the signature, along with a date and time stamp 

Applies To:

• Solatech Focus