Set Up the Legacy App for Estimate Signature

Not only can you create Estimates on the Legacy app, you can also choose to have those mobile Estimates accept a signature. Doing this requires that you enable an Estimate Document for signature capture. This must be done before creating an Estimate on the Legacy app. You might also choose to create an Estimate Document specifically to use with the Legacy app.  

To capture an Estimate signature on the Legacy app, use the following steps:

  1. Go to CRM > Clients.
  2. Tap a Client.
  3. Tap View Estimates.
  4. Tap an existing Estimate or use the plus icon to create a new one. 
  5. Tap Signature.
  6. Ask the Client to sign inside the signature box using their finger.
  7. Tap Save. The signature is now saved as a PDF.

At this point, any changes you make to the Estimate will delete the signature and require you to re-sign it to view the new PDF.

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