Requiring a signature when customer accepts a quote
Request that your customers provide a signature when accepting their quote.
How to request a signature
You can ask your customers for a digital signature when accepting their quotes online.
To switch this setting ON or OFF head to Settings>Quotes>Customer signature.
This is a global setting and when switched ON or OFF will affect all quotes being sent by all users
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:
Changing the message you display when accepting a quote
Visit Settings > Quotes > Company quote acceptance message to change the text that's displayed when your customer accepts a quote online.