Sales Rep Signature for Estimate
I’d like to suggest adding a feature that allows a sales representative or company representative to also sign estimates within the platform. Currently, only the customer has the ability to sign the estimate, but it would be helpful and more professional to have the ability for someone from our team to counter-sign the document once the customer signs.
This would create a more complete and official agreement and improve accountability and documentation on both sides.
Ramon Escalera
shared this idea
-
Melissa Keith commented
This is a must. Mortgage companies are starting to require the contractor's signature on agreements which is creating a longer delay in our insurance sales process as we now have to send this to them during the process.
Please enable the ability to add a digital signature along with the printed name & address on estimate templates. The contractor's signature date should be the date the estimate was created.