Work order quotes can be digitally approved/reject and signed by your customers. The digital sign is available upon receiving the email notification.
To have a quote officially approved or rejected by a customer, you’ll need to initiate the process directly from the Work Order
Step 1: Edit the Work Order
Step 1: Edit the Work Order
- Open the relevant Work Order (WO).
- Go to the "Quotation" tab.
- Click on "Send Quote".
Step 2: Customer Receives Email Notification
- Once the quote is sent, the customer will receive an email notification.
- The email will include a link to sign online the quote.
Step 3: Customer Signs the Quote
- The Customer will be prompted to approve or reject the quote.
- Once the customer clicks on "Sign Document" and selects the desired option (Approve or Reject), the signature window will appear.
Note:
To successfully save the signature, the customer must:- Check the required agreement checkbox
- Enter their full name in the designated field
After the quote is signed, the system will automatically update the quote status to ✅Accepted or ❌ Rejected and the Work Order status to ✅ Approved or ❌ Rejected, depending on the customer's selection.
The signed document will be saved in the "Documents" section of the Work Order for future reference.