This website stores cookies on your computer.These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media.To find out more about the cookies we use, see our Privacy Policy.

More Info

Accept

 

Quotations

Letting your customer sign quotations online

 

There are two ways to have your customer sign your quotations via Billit. You can have the customer sign the quotation in Billit, or you can send a link in an email, that allows your customer to digitally sign the quotation. By default, the signature is placed at the bottom left of the quotation, but by adding a key to the layout template of your quotation, you can also place it at another location.

 

To have a quotation signed digitally in Billit, create the quotation by clicking the ‘Quotations’ submenu in the ‘Income’ menu. Click ‘Add’ to create a new quotation.

Digital signing of quotations

After entering the data, click ‘Create quotation’.

Digital signing of quotations

Once the quotation has been created, click the ‘Sign quotation’ button.

Digital signing of quotations

The entry field for signing the quotation will be displayed.

Digital signing of quotations

To send a link for your customer to sign the quotation along with your quotation, you must add the ‘Sign quotation’ button to the accompanying e-mail. You can add the button to an existing template or create a new template in which the button is automatically integrated.

Go to the ‘Corporate style’ submenu in ‘Settings’ and select ‘Letter for quotation’. Add the ‘Sign quotation’ button to an existing cover letter by clicking on the template of your choice to add the button anywhere you want in the template {32}.

Digital signing of quotations

Digital signing of quotations

When you a create a new template, the ‘Sign quotation’ button will be automatically integrated in the template.

Once the button is added, it will be displayed in the e-mail that accompanies the quotation. Your customer can sign the quotation by clicking the button and entering their signature in the field that is displayed.

Your customer's signature is automatically placed at the bottom left of the quotation. If you would rather have it elsewhere on your quotation, you can include the key $Order.Signature$ in the layout template of your quotation. After your customer has signed the quotation, his signature will be placed where you placed the key in the template. More info on the use of keys and layout templates can be found in the help article on layout templates.