How can I access In-Person Contract E-Signatures?
Full Users can access In-Person Contract E-Signatures for a project through,
The "Digital" icon located between the "Print" and "Team" icons
The Google Calendar Event
The Pull Sheet QR Code
Pro Tip: If you're out on the job, use the "Contract E-Signature" option on the Google Calendar Event or from the Pull Sheet QR code. You can quickly pass your touchscreen device to your client to capture a signature. These are also great options if you need to capture a signature for last-minute adjustments to a contract while at an event.
How can my clients sign their contracts in person?
Navigate to the "Contract E-Signature" from the event on Google Calendar, the Pull Sheet QR Code, or the project. Then, scroll to the bottom of the document; your client can click into the "Signature Box" and sign using their finger or a stylus.
Note that Full Users must be logged in to access the In Person Contract E-Signature.
Below is an example of what this looks like when a Contract E-Signature is captured via a Google Calendar Event.
Your client can "Reset" their signature if they would like to correct it before clicking "I Approve And Sign".
How can I view my client's in person signed contract?
You can view the signed contract in person by navigating to the "Files" tab of the project.
Can clients e-sign a Lost Project?
Clients cannot electronically sign a Lost Project. Instead, a message that the quote has been cancelled will appear.