Get a signature to confirm an order

You can use online signature to get orders automatically confirmed. Both you and your customer will save time by using this feature compared to a traditional process.

Activate online signature

Go to SALES ‣ Configuration ‣ Settings and activate the Online Signature & Payment feature.

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Note

If you are using quotation templates, you can also pick a default setting for each template.

Validate an order with a signature

When you sent a quotation to your client, they can accept it and sign online instantly.

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Once signed the quotation will be confirmed and delivery will start.