Signable documents are for the customer-facing quotes only.
They cannot be used for order lists, delivery notes, or any on-site docs.
1. While in the customer's booking scroll down to 'Attachments'.
2. Click upload & add the pdf file/s. (ensure the file size isn't too large)r
3. Once the pdf files are uploaded select the tick box under 'add a signable doc'.
4. Now the client can view the new PDFs & sign off from the online quote. (The quote must be confirmed first)
If you do not have digital signatures and want to find out more please message support.
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