Hi All
Does anyone know if there is a way to add the ability to capture electronic signatures when the client accepts the quotation in quickfile?
Thanks
Hi All
Does anyone know if there is a way to add the ability to capture electronic signatures when the client accepts the quotation in quickfile?
Thanks
There isn’t any functionality built into QuickFile to deal with this scenario, but if you have a Power User Subscription, or L or XL account, you could use Zapier. I’ve not tried any of these myself, but here’s a useful blog post that may help:
Let us know how you get on, or if you need any further help!
Thanks for this… I will take a look.