Automated Quote Acceptance / E-Signing - Missing vital client details

Posted 8 days ago by Leisha Smith

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Leisha Smith

Using quote templates with E-Signing, like explained in https://support.workguru.io/support/solutions/articles/43000726125-automated-quote-acceptance 

BUT.....

We want to have more detail, for example: the printed NAME of the person accepting/signing the quote, a text box so you're able to add some sort of blurb they're acknowledging they are authorised to accept the quote (if not the client themselves) & to add their Position Title....or along those lines.

At this stage, anyone can scribble anything that resembles a signature & hit accept. 

At present you get "Accepted by"


Thank you for considering.

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