Yes, if you have attached a contract to your quote that requires the client's signature, your client will be able to sign it electronically.
Here is how it works:
- You create a quote with a contract template that has Client signature required enabled.
- You sign the quote yourself (if your signature is also required) and send it.
- Your client receives an email or text with a link to view the quote.
- On the quote page, your client can review the contract and sign it electronically.
- Once the client signs, you will see their signature status update to "Signed" in the right sidebar of the quote detail page, under Contract Signatures.
- You can also click View Contract to see the fully signed contract with both signatures.
You will receive a notification when your client signs the contract.
The client's signature status shows as "Pending" until they sign, so you can easily track which quotes are still waiting for a client signature.
On the Mobile App
You can track client signature status directly on the mobile app:
- Tap the Quotes tab and open the quote.
- Scroll down to Contract Signatures. You will see the status for both your signature and the client's signature.
- If the client has signed, their status shows as "Signed" with a green checkmark. If not, it shows as "Pending."
- Tap View Contract to see the full signed contract.
You will also receive a push notification on your phone when a client signs the contract.