Does the customer need an account to sign?
Short answer
No. A customer can open the emailed signing link and sign an OrderPilot quote without a store account.
The signing page asks them to review the document and agree before signing.
If they enter through the customer portal instead, they use the PIN supplied with the emailed portal link.
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People also ask
From other topicsDo customers need an account to request a quote?
Customers must sign in by default, but you can allow guest quote requests. Turn off Customers must sign in to request a quote at SettingsOnline storeSelling on the online store, then save. A guest entering an email already associated with a customer account must still sign in with that account.
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