Does the customer get a copy after signing?
Yes. When Email customers their signed copy is on, OrderPilot emails the stored signed PDF after an electronic signature, whether the customer signed online, by QR code or on the showroom iPad.
The setting starts on and copies the salesperson; the customer needs an email address, and customer emails must be on.
After signing online, the customer can also choose Download signed copy (PDF). Recording a paper signature sends no signed-copy email. The stored PDF keeps exactly what was signed, with its certificate page.
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People also ask
From other topicsCan I change the agreement customers accept when signing?
You can add an Agreement line of up to 200 plain-text characters before the standard agreement; the standard wording always remains. Set the line under SettingsBrandingSigning page and save. The additional line also appears during showroom signing.
Does assigning an Inbox conversation change the order's salesperson?
No. The Inbox assignee is separate from the order's owner, its primary salesperson. Assign the conversation to an eligible teammate when they should handle the messages.
Only people who can reply to that conversation appear in the assignee list. Changing ownership of the sale is a separate action requiring order reassignment permission.
Open its own pageFull guide: Run the Inbox for a team: assign, quick replies, reply goal
Do signing links expire?
A signing link can stop accepting signatures while the customer can still view the document and any payment that's available. If the page says the link can no longer sign, send a fresh Request signature from the quote or order, and ask the customer to use the latest link and check the current quote before signing.
Open its own pageFull guide: Set signature and minimum-deposit requirements
What happens when a customer asks for a change after signing?
The signed quote stays as it is until your team accepts and applies the change.
Saving a customer-facing change (options, prices, quantities, shipping or warranty) can make the current signature invalid. The sale then shows Re-Sign, and the earlier signed document is kept as a superseded record. Settle open questions and requests, then send the updated quote for the customer to sign again.
Open its own pageFull guide: Handle a customer's change request