A quote the customer approved with one click is a yes. A quote they signed with their name is a yes you can point to when the bill comes and they remember the price differently.
ClippingCash quotes can be signed when the customer approves them, on the emailed quote link and in the customer portal. It works on every plan. The portal itself starts on Growing, but the emailed link works on all of them.
1 What the customer does
When the customer opens the quote and goes to approve it, the page asks for:
- their Full name,
- a tick next to I agree to this quote and its terms,
- and, if they want, Draw your signature (optional): a box they sign in with a finger on a phone or a mouse on a computer.
Then they approve as usual. Nothing to install and no account needed on the emailed link. How the approve page works is in how to let a customer approve a quote online.
2 Make signing required, or leave it optional
Go to Settings, Reminders, and find the Quote Signatures card.
- Off (the default): customers can approve with one click, and can still sign if they want to.
- On: customers must type their name and agree to the quote before they can approve it. The drawn signature stays optional either way.
Nothing changes for your customers until you turn it on.
3 What you keep
ClippingCash keeps the name they typed, the drawing, when they signed and where from. The approved quote shows Signed by the name with the date, and Download PDF gives you the quote with the signature on it. Your customer can download the same PDF from their portal.
It also records exactly what was signed: the lines, the totals and the billing terms. If you changed the quote after the customer opened the page, their approval is refused and they are asked to reload, so nobody signs a version they did not see.
4 Changing a signed quote
An approved quote stays read-only. To change it, open the quote and click Reopen to edit. That cancels the customer’s approval and the signature, and the quote goes back to a draft. Make your changes, send it again, and the customer approves (and signs) the new version.
Until you send it again, the old link tells the customer the quote is not available, so they never see a half-finished edit. The cancelled signature is kept on record, not deleted.
One thing to know: if the quote had Good, Better and Best options, approval already turned the customer’s pick into plain lines, so the reopened draft has those lines rather than the original options.
5 Phone and in-person approvals
Customer said yes on the phone or standing in the driveway? Mark as accepted still approves the quote for them, logged as your action, and never asks for a signature, because nobody is at the screen to sign.