Settings and activity

1 result found

1. Quotes - Ability to request signature

   18 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here. 

   While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions? 

   We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join 

   An error occurred while saving the comment
   Nathan Carter commented  ·  10 May, 2023  ·  Edit…  ·  delete…

   For anyone who might be interested, we recently added eSignatures as an option for accepting quotes (through Quotient): https://www.quotientapp.com/blog/new-esignatures-and-acceptance-enhancements

   Quotient has a nice integration with Xero.

   Save Submitting...