Sign South Carolina Work Order Later

Signed electronically product quote

in the first tutorial in this three-part series what we learned how to do was take one of our own custom PDFs and in this example it was a credit card form and go ahead and attach that to one of our quote documents so you can see here this is the standard quote and then down below it what we have is our own unique look and flavor for our credit card forms so so now we can send this we can download this file as a PDF sent it as one PDF to the customer and again we can have as many customized appended documents as we want to have in the second exercise what we learned how to do was send this electronically by using the send function okay so we took a look at this and now when we saw that we can will send this over to David waters we put in an email here and we made this link available to download we were also able to see that in the sent files this included the activity of David receiving this information and then that he or she that whoever your customer would be downloaded the information and stamps the date and the time here okay so we talked about that now what we're going to do is we're going to take it one step further and this function is only available in quotes in all mother node CRM and ERP products and in select additions that include work orders okay so if you're sending work orders to customers you need to have them sign electronically you have that feature with them as well okay so what we want to do is we want to send this same quote okay to the customer and we want to have them electronically sign off on this okay so what we'll do is when we do this we're going to go through the process as we would be from the business perspective of communicating this information to the customers then we'll look at what the customers experience actually isn't how they go ahead and fill that information out so what we're going to do here we'd go through the process and click send again it's the exact same process as if we were doing the download with an extra step so in this case here I want to send a quote and click send and again my email comes up as we saw earlier and also in the previous demonstration and what I'm going to do here is I am actually going to use my categories again and I have one that I've made here called approval required ok now I'm going to add this here and again this is my standard disclaimer here just basically says make sure that your place holders are all valid that you're using in the specific in this specific form over here and so we don't see any field names rather and we won't hear because these ones were specially designed for quotes and so in this specific placement text I have the quote number and of course the quote names or the quote number of pulling from here and the quote name falling from the Nikon cameras here okay and with a thank you for your business now I want to put in my ken Pierson now important to note if I were to click send right now this would include the download link okay you would not include the approval link if you want to include approval then you have to check this box over here that says require signature and approval okay once you click this this link will change okay and when I click on this link here this will actually I can copy and paste this give it to the customer but this will give me a this will give me the the link to go to of what the customers experience will be now we're almost there so I'm not going to do that I'm not gonna click this we're actually and go through and send this to David we have the approval required and as David will assume his role as the customer and see what he or she can see okay so go ahead and click send all right it's done so while we're waiting for that let me go over here to the sent files this just came through of course and now you can see that we have a different type before we had download now we have the approval type okay for this document so we know that this is out for approval and of course it hasn't been approved yet and it says pending okay so let's take a look at this this just came through in my email ok I'm going to double click on this and then pull it over here and this is what David has received okay his instructions my really bland signature again and of course information with the document for approval over here okay so when David clicks on this it now takes him to another two takes him to the web opens up his browser and he now sees that this document the two pages that we've seen we have our own quote here okay and then we have our rendering on screen here we have the credit card forms so he knows based on the instructions that we may have sent within their that he has to fill this information out okay and he has access to this and of course you know our logo this is your company logo up here as well so that appears over there I shows who prepared this information and if you want you have some zoom functions here etc okay so those you can actually use your fingers on the phone but this is basically on what you have now what he can do in this Bay in this case is he can actually download the file if he wants to have that on his hard drive or he can go ahead and sign and approve it so when he decides to sign under prove it he can sign and approve two different ways one he can give a printed name or two he can sign with his uses actual signature so it depends on the the format in which you're receiving this if you're receiving this on a desktop it might be worthwhile just to put in your name okay and then what you want to do is you want to put in your email address okay over here so you'll get a confirmation on this okay so we have the type or we can go ahead and draw so if we wanted to you know we have the ability here to just do this draw and sign our name there if we'd like to do that and let's just assume that this was the the preferred method for the customer we can either clear it but we won't cancel it but we want to sign and approve it okay so I'm going to click sign and approve okay now what will happen is is that we will now have a confirmation okay so this is our confirmation screen here we can go ahead and download that if we wanted to get a copy of this but this is also going to be sent to us so just now you hear the ding we have our electronic approval that has come through and basically this has where I can go ahead and download this PDF i have it on file and a texas for a business etc okay this information by the way is also customizable the message plus the message that you see on screen can also be configured within your settings as well okay i'll be covering another tutorial so now what has happened back at the ranch is I'm going to refresh like i said earlier i can click on the sent files folder just to refresh the screen and now you can see that david has approved this okay so he's gone ahead we have confirmation of this and then you can download this is the great part you can download his signed copy right here so his approval has been stamped within the actual quote record itself okay so some great features there that really automate the the quoting process for you really help you know differentiate yourself in the market from the way your competitors are doing business with your industry or your industry customers and really separate the way you sort of look at at the market and look at the customer so very important just always remember this is that the way you respond within the quoting process is always going to be a testimony to your customers to how you're going to be handling business with them in the future so this is a great way to really boost your appearance and and add some extra value in the in the sales process to your customer ok hopefully that helps and as always you can leave comments below if you have any questions contact us or visit mother node and calm you