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:
- Highlight the signature line, then click Merge tags.
- Select “Signature Line.”
- The HTML code is placed in the Signature box.
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.
- 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.