Quote letter and digital signatures
Follow these steps to share a quote with your client and have it accepted using the Digital Signature feature:
Navigate to your Estimates in the left-hand menu.
Select your quote and click on the Quote Letter tab.
When your quote is complete and ready to send, click Share.
4. Toggle on Digital Acceptance.
5. Click Share.
The quote can now be viewed and downloaded by your client via their client portal.
What does my client see when I share a quote for digital acceptance?
When you share your quote with your client using the digital signatures feature, they will view the document through their client portal.
To accept the quote your client will click on the Digitally Sign Quote button. This opens the drawing modal.
2. Using a mouse, stylus or finger (depending on the device your client is using), they will sign in the box.
3. If they make a mistake or are unhappy with their signature, they can click Start again.
4. When they're satisfied with their signature, they will click Sign and accept.
Successfully signed quotes will display the following confirmation modal.
You will receive an email to inform you that you have had a quote digitally accepted.
Where can I view my digitally accepted quotes in Buildxact?
View your digitally signed quotes from within the estimate, on the Estimate Details page under the Digital signatures card.
The card shows the date and time the quote was signed and sent. It also shows the email address of the recipient attached to the Client Portal.
Clicking the View signed quote button will open the quote. Scroll to the bottom to see the recipient's signature.
Please note: When sharing quotes, Buildxact will remember your most recently selected share option and set that as your default share option.
Change orders/Variations and digital signatures
Use digital signatures to fast-track change order/variation approvals and avoid delays.
Follow these steps to share a change order/variation with your client and have it accepted using the Digital Signature feature:
Navigate to Jobs in the left-hand menu.
Click on the Change Orders tab (Variations tab in Aus/NZ).
Select the change order/variation you want approved and click Share.
4. Select Digital signature as your chosen workflow.
5. Click Share.
What does my client see when I share a change order/variation for digital acceptance?
Your client will receive the change order/variation for their digital signature through the client portal and/or via email. They need to click the box Digitally sign change order/Variation.
They can then sign in the box using a stylus or their finger. When they're satisfied with their signature, they will click Confirm.
Successfully signed quotes will display the following confirmation modal.
The digitally signed change order/variation will appear under the Change orders/Variations tab under Jobs, as shown below.
