Instructions
- Navigate to the Sales page.
- Select Awaiting Acceptance in the Quotes section.
- Search for and select the Quote you want to have your customer sign.
- Select Response.
- Select Accept.
- Select Yes to confirm.
- The next prompt will ask, "Do you want the customer to sign this quote?" Tap Yes.
- Update the customer name if needed.
- Have the customer sign on the screen.
- Select Done.
- This will save the signature and make it appear on the Quote when emailed or printed.
Additional Information
Learn more about creating a Tradify Quote on mobile in Creating Quote Templates on Tradify Web and Mobile.
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