How to Generate a Signature on Paperwork Using the Sign Button

How to Generate a Signature on Paperwork Using the Sign Button


How to Generate a Signature on Paperwork Using the Sign Button

  1. Navigate to and click the Quote or Sales number to open the Quote/Sale page

  1. Click the "Sign" button

  1. Click the form to use from the dropdown list

Alert! The only forms that will be available in this list are forms that have a signature field.

  1. The form will open a PDF preview of the document in a new tab. Scroll to the bottom to access the signature function.

  1. Click on the box below the pdf to sign the document

  1. When done, click "Add Signature"

  1. The signature will be saved at the bottom of the document and the date field will autopopulate with the signature date

  1. Click "Save" to download the pdf to your computer


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