Let customers accept a quote online
Your customer accepts a quote with a signature on any device. You get a signed PDF with an audit trail.
A quote does not have to be printed, signed and scanned. The customer opens it from the e-mail, signs on the screen and you receive the signed PDF.
Where to find itQuotes & Invoices → Quotes → Quotes. The settings are under More → Online signature settings.
What your customer does
- Opens the e-mail and chooses View & accept quote.
- Chooses Accept. Name, place, date and e-mail are filled in. Only the name and the place can be changed.
- Ticks the box to confirm that the quote was read.
- Enters a 6-digit code from an e-mail, if you switched this on.
- Signs with a finger or the mouse, types the name, or uploads an image.
A customer who declines picks a reason and can add a comment. The reasons are: price too high, chose another provider, no longer needed, timing does not suit, service does not fit, or other.
What you get
- The status changes to Accepted. You get one notification.
- A PDF with the signature and an audit trail: time, IP address, device, e-mail and a fingerprint of the document.
- A copy goes to the customer and to you.
- One click on Convert to invoice or Convert to order.
- A public page where anyone with the verification code can check in the browser that the PDF is unchanged.
Settings
You can require an e-mail code before signing, add a link to your terms and conditions, and let IDup remind customers who have not answered after a number of days.
Legal noteThese are simple electronic signatures. They are sufficient for quotes and most contracts in Switzerland. Where the law requires written form, ask your adviser.
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