Viewing Actual Signatures in Signed Quotes

[MMorgan32]

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).

[karstenkoehler · Accepted solution]

Hi @MMorgan32,

Where exactly did you take the screenshot?

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

... 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:

Hope this helps!

[MMorgan32]

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!