Requiring a signature when customer accepts a quote
Request that your customers provide a signature when accepting their quote.
How to request a signature
When sending your quote, just select the option ' must sign to accept' and we'll include a box for them to sign online when they accept the quote.
If the ' must sign to accept' option is turned on, your customer must provide a signature in order to accept the quote online.
You can choose to turn this option on or off each time you send a quote, and we'll remember that setting for the next time.
What your customer will see
If you've requested a signature for your quote, here's what your customer sees:
What happens when they sign?
Once your customer signs and accepts their quote, we'll send you an email to let know and include an image of their signature.
You can also view their signature when accessing the 'quote accepted' message directly in YourTradebase: