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MMorgan32
Member

Viewing Actual Signatures in Signed Quotes

SOLVE

When a client signs to accept a quote by drawing / typing / photgraphing their signature, how do we view their actual signature? All we see is the green "signed" box with checkmark (see attached image).

 

image (1).png

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Viewing Actual Signatures in Signed Quotes

SOLVE

Hi @MMorgan32,

 

Where exactly did you take the screenshot?

 

For me, when I navigate to Menu > Sales > Quotes and click on a signed quote...

 

karstenkoehler_0-1642766885380.png

 

... this takes me to a PDF. The PDF contains the quote created earlier, including a signed signature field (showing the actual signature, written with the cursor) and an added page from Hellosign called Audit Trail:

 

karstenkoehler_1-1642767020813.png

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Viewing Actual Signatures in Signed Quotes

SOLVE

Hi @MMorgan32,

 

Where exactly did you take the screenshot?

 

For me, when I navigate to Menu > Sales > Quotes and click on a signed quote...

 

karstenkoehler_0-1642766885380.png

 

... this takes me to a PDF. The PDF contains the quote created earlier, including a signed signature field (showing the actual signature, written with the cursor) and an added page from Hellosign called Audit Trail:

 

karstenkoehler_1-1642767020813.png

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
MMorgan32
Member

Viewing Actual Signatures in Signed Quotes

SOLVE

We dont see the Hellosign branding and it displays differently. I now see there's another step and when you click "Download Quote" at the bottom of the screen you open a PDF of the signed quote which is signed and date stamped. Thanks for your direction!

0 Upvotes