Sign in the showroom: on the iPad, by QR code or on paper

Before you start

Get a quote signed covers the app's email route. This guide starts from the showroom register.

Choose the signing method

1. 1

   Step 1: Open Customer signature

   Tap Get Customer Signature on the quote or order. Read why the record requires signing.

   Customer signature shows the QR code and available methods. Check the customer's name and record number before handing over the device.

   

   Method	Use it when
   Sign on this iPad	The customer wants to sign on the showroom device
   Scan QR to Sign	The customer wants to use their own phone
   Email to Customer	The customer will review and sign later
   Print to Sign	The customer wants to sign the printed agreement

   Showing the QR for an online request still being priced ends the pricing stage. Check the quote before exposing its signing route.

Sign on the iPad

1. 1

   Step 1: Hand over the review

   Tap Sign on this iPad and give the device to the customer. They read the document and agreement.

   The customer ticks the agreement and taps the signing action naming the quote. The signature-style screen opens.

   

2. 2

   Step 2: Let the customer choose

   The customer chooses Script, Classic or Handwritten. They check Signing as with their name and the showroom location.

   They tap Use this signature and sign to complete the signature. The confirmation identifies the signed record.

   

3. 3

   Step 3: Take back the device

   The completed screen asks the customer to hand the iPad back to the staff member. Check Signed by, then tap Done.

   The order offers View Signed Quote or View Signed Order. That action opens the signed document at the signature.

   

   The iPad signing session lasts 30 minutes. If the quote changes during review, the customer must review the updated version before signing.

Sign by QR code

1. 1

   Step 1: Let the customer scan

   Show the QR under Scan to review and sign. The customer scans it with their phone and follows the online signing steps.

   The link uses the shop's primary domain. Keep the correct record open while waiting for the result.

   

2. 2

   Step 2: Check the completed signature

   The iPad checks every few seconds and updates when the customer signs. Check Signed by and the method.

   If it stops checking after 10 minutes, tap Back and reopen Customer signature. Activity identifies this route as signing from the customer's phone.

Email the agreement for later

1. 1

   Step 1: Check the send address

   Tap Email to Customer. In Email Quote to Customer or the order equivalent, check Customer's email.

   Changing this address affects this send only. It does not edit the saved customer profile.

   

2. 2

   Step 2: Send and review the notice

   Tap Send Email when ready. The confirmation identifies the quote and recipient.

   The message uses the signature-request email and copies the salesperson. A later visit shows Already emailed and Send Again.

Record a printed signature

1. 1

   Step 1: Print the current agreement

   Tap Print to Sign and give the printed copy to the customer. On Signed on paper?, ask them to sign that copy.

   If the quote changes after printing, print a new copy. The recorded signature belongs to the printed version.

2. 2

   Step 2: Confirm the actual paper signature

   After the customer signs, tick the statement confirming that they signed the printed quote. Tap Mark as Signed.

   The record shows Signed on paper with the customer, date and recording staff member. This route sends no automatic signed-copy email.

   

What happens next

An electronic signature can email the frozen signed PDF to the customer and copy the salesperson when the signed-copy setting is enabled.

A paper signature leaves the electronic methods available. A later customer e-signature replaces the recorded paper signature.

Continue with Collect a payment after checking the current agreement and signature state.

If something goes wrong