Can I record a copy the customer signed elsewhere on POS?
No. POS does not offer a general action for recording a copy signed elsewhere.
Use Print to Sign for the current agreement signed in the store, then confirm it with Mark as Signed. OrderPilot's app also has no general Record Signed Copy action.
An existing paper-signature record can have a scan attached through Signature history.
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People also ask
From other topicsCan a rejected quote be signed?
No. A rejected quote cannot be signed; the customer sees This Quote has been rejected and can no longer be signed. Check the quote's rejection and resolve the underlying record issue before arranging approval.
Sending the same link again doesn't make the rejected quote available for signing.
Open its own pageFull guide: Help a customer who can’t open, sign or pay
Do I need a DMARC record?
DMARC is recommended for OrderPilot's sending setup, but it isn't required to complete that setup. Review DMARC shows the current result and a copy-ready record when one is missing. The starter policy is v=DMARC1; p=none;.
If your domain already has a record that needs fixing, repair it instead of adding a second one.
How long do DNS records take to verify?
New sending-domain records can take up to a day to appear; the Receive replies record can take up to an hour. Use Check again for the sending domain or Check record for reply capture after adding the displayed records. OrderPilot also checks daily.
If records remain missing, compare the saved hostname and value with OrderPilot's instructions.
Can we keep our records if we stop using OrderPilot?
Download the documents and reports you need before uninstalling OrderPilot, and export signature evidence separately. Uninstalling ends app access and begins the data-erasure process, with specified records retained.
OrderPilot-created Shopify products remain in Shopify. Do not treat reinstalling as a guaranteed way to recover your quotes and orders.
Open its own pageFull guide: Handle data requests, reset settings, or uninstall