Some documents from the Marketplace contain a place for a signature line. To allow the client to sign online, you need to replace it with the signature line merge tag.
You can also add a signature line to a custom Estimate Document using the same steps.
From the Document Editor of your Estimate Document:
- Highlight the existing signature line, then click Merge tags.
- Select “Signature Line.”
- The merge tag replaces the line in the text box.
Quick Tip: Inserting Merge Tags
A shortcut to using merge tags is to type the "@" symbol anywhere you want it to go in the body of a document.
- For the signature line, type “@sig” and the system finds the merge tag for Signature Line.
- Click “Signature Line” and the merge tag is inserted.