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E signature job quote template

[Music] rev gives businesses the speed and brand consistency to make documents stand out professional documents organized shared and e-signed customize any of thousands of vetted pre-formatted business templates integrate with your crm and payment apps connect to google sheets and work smarter with rev's built-in machine learning rev is the all-in-one platform to manage proposals quotes contracts and agreements join the thousands of businesses that use and love rev in this video we're going to show you how to create a quote and send it for an e-signature quotes are very easy to create first we'll click create document and choose one of our price quote templates we'll edit the template blocks selecting an image and replacing it changing text we easily delete what we don't need by clicking the element then clicking the trash can icon at the top left of the block you can also add blocks or sections of text tables images page breaks empty space and signature blocks by dragging them into the document or by clicking this plus icon and choosing a block to add click some more text add who it's from and the customer data we're going to use a simple table for our quote pricing details you can also integrate your own pricing catalog so you can quickly choose items quantities and discounts then at the bottom of this quote we'll drag in a signature block for e-signing [Music] add their email address first and last name click add contact and with these check boxes we're going to want their signature their name and their date then at the top click e-sign you'll see your signer details ready for legally binding signature then click send for esign and rev sends an email to your customer with a unique safe and secure document link now let's take a look at the email that the customer receives looks like this with a brief message and a link called sign document clicking on this they can review the document or simply jump down to the signature block and click to sign click ok to confirm when your customer signs your document you will receive a congratulations email and you'll be able to see the completed document in your documents folder locked sealed and your business can move forward to the next step you