Sending Estimates and E-Sign Forms
When sending an estimate to a customer, you can attach an E-sign form. You can also send an E-sign form separately from the estimate. E-sign forms are an easy way to collect a signature from your customers when sending an estimate for approval. You can send the estimate along with the E-Sign form in one step.
See below for step-by-step instructions on how to send Estimates and eSign Forms.
To send an Estimate:
1. Click on the Customer Record.
2. Click on the Repair Record.
3. In the bottom right corner, click on the Modules icon.
4. Click on Sales.
5. Click on Send Estimate.
6. Double check it is the Estimate you want to send, or Add the estimate if it is not uploaded already.
7. Click on Use The Current Estimate.
8. The message will show up ready to go. You can send via Text Message or Email by clicking on the down arrow next to the phone number or the email address. Then hit the send button.
To send an eSign Form:
1. Click on the Modules Icon.
2. Click on Sales.
3. Click on Send eSign form.
4. Click on the down arrow to select the form you want to send.
5. Click on Send.
6. Once again, you can send via text message or email.
7. The Estimate or eSign Form will show in the message history and be available to the customer in their Document Wallet.
