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Add Commercial Lease Agreement Template template autograph

hey Mike Callahan with a quick video answered four questions submitted how to create an electronic signature in an estimate or a contract oh this was particular to snow removal but this would apply to pretty much any industry lawn care home cleaning pest control so first thing we're to do is dive in the service autopilot and I'll show you how to make this work so first thing we're gonna do is go into service autopilot under CRM settings and we're gonna go to estimate settings we need to be actually set the system up so it can accept an eczema signature right here allow signature capture on my proposal so that is what we're going to need right there we're gonna save those changes next thing we're do is going to go into a test client and create an estimate so we're gonna go in and select the test clients and an estimate and I will show you this whole entire workflow what this actually looks like and how you create I'll create this process in the actual process so I'm gonna pull up the document editor as well and show you what it looks like in the estimate so we're gonna go into type description here and I'm gonna pull up and ask him a document that we've already built and show you the functionality so I'm gonna go in with the simple growth estimate template it is free on the marketplace right now it's usually the first one that pops up but this is the actual estimate template here it's here for you basically to edit and create however you want so once it's loads I'll show you how to add the actual signature line and get that in there so once again this is free off the service autopilot marketplace under the home icon marketplace you can download this into your app so we scroll to the bottom here this is literally what it is so I'm going to delete it out and show you where it is so we're gonna go in hit merge tags and command F and search for signatures income signature line is added here it adds this a little bit of code and then we're gonna save it once we save that now it's good to go so we're gonna go into that client add an estimate and pull up the estimate and I'll show you a live version of what it actually looks like with the signature in the IP address beam so it's pretty slick how this actually works so we're gonna wait for this load and we're gonna pull up the template now that this is loaded here we're gonna go in and grab the templates in this example I'm just gonna do a lawn mowing estimates pull that up and I'm gonna select the correct document we just updated in the estimate document so you can see the same exact example we're gonna quote that to one and we're gonna do drive the on-site time at 40 bucks and drive time for that property at four dollars and 17 cents quote should be fourteen forty four sellers and seventeenth cents we're gonna save that scroll back up and email back out to my personal email and I'll pull up the email so you can actually see what that looks like that if you're not using the pre-built workflow where you're connecting the email document or the email document for the estimate in the estimate document I would recommend that for best workflow and practice as well so here's the default email that came out nothing fancy we're gonna hit Send and I'm gonna log in to my email in a minute here and pull that up for you alright now that we're back in my email this was just sent out we're gonna hit click my view click here to view my proposal and we're gonna accept the lawn-mowing estimate here by checking on this box scrolling the bottom click here to sign estimate we can literally use our mouse it's saved and the customer can print in their name accept proposal and once that accepted we're gonna get a notification and service autopilot as well as that documented on the client screen so we're gonna go back into our test account close that out and refresh and the odds estimate was automatically closed out and we have record of that once we click into that one estimate we've got signature information my name the IP address and the date I signs we have the information right there so if you are doing something like a contract for snow removal you want to guard yourself from slip and fall liability this would be the best way to do it we've used it in court and it holds up perfectly so any comments or questions dropping below but this is how you add a email signature line with the information that's kept on the actual estimate itself