Estimate Document - Add a Signature Line

Some documents from the Marketplace contain a place for a signature line. To allow the client to sign online, you need to replace this line with a merge tag signature line. You can also add a signature line to a custom Estimate Document using the same steps.

From the Document Editor of your Estimate Document:

  1. Highlight the signature line, then click Merge tags.

    mceclip0_-_2020-12-02T095737.217.png

  2. Select “Signature Line.”

    mceclip1_-_2020-12-02T095752.345.png

  3. The HTML code is placed in the Signature box.

    mceclip2_-_2020-12-02T095805.178.png

Note: Electronic signatures require the setting “Allow Signature Capture on View My Proposal under Settings > Estimate Settings.

 

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.

  1. For the signature line, type “@sig” and the system finds the merge tag for Signature Line.

    mceclip3_-_2020-12-02T095823.411.png
  2. Click “Signature Line” and the merge tag is inserted.
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