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1. Quotes - Ability to request signature

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   3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   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 

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   Ron Freeman commented  ·  19 July, 2023  ·  Edit…  ·  delete…

   This would be a great function, especially with the addition of a PDF attachment.

   All quotes through our business is done through a propriety software as each item is individualised to suit. This creates the need for a sales contract in which the customer needs to sign to accept all detail on the quote.
   This currently has customers needing to print out the paperwork, physically signing and then either a high res photo or scan to send back to us.
   By having the ability to have the requirement to sign the quote acceptance from Xero would streamline the process a massive amount

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   Ron Freeman supported this idea  ·  19 July, 2023