Creating a signature request template

A Signature request template is the text that you send out to your customers with the offer/agreement. You create a template for the signature request and it will automatically be added to quotes sent out from the system.

To get to the signature request, click [Settings], then Signature request template, which you see under Sales. When you first access the system, there will be an example of a signature request.

Choose between three different sizes of headers in the signature request. Press the button for the heading you want to use. Below is an example of the different sizes.

Choose between several different font formats for the text in the signature request. To change the font format, click on the four boxes marked above. See an example below of what the different buttons mean and how it will look in the signature request.

Here you can, for example, include a link to your website. Click the button and enter the link you want to attach to the signature request.

There are two custom fields that you can use in the signature request. When you press + you can add a Signing link or Customer name. In order for the customer to be able to sign an agreement, you must include a Signing link. When the recipient clicks on the link, they are sent directly to a page where they can view and sign the agreement. Customer name means the name registered on the customer card.

The two arrows allow you to undo and redo. You can also use the shortcuts Ctrl+Z to undo and Ctrl+Y to redo.