📌 This feature is available for all Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
Using Signature Manager on the Web
Signature Manager allows you to manage the signing of PDF or DOC documents directly from Sage Sales Management.
Steps to Sign a Document from the Web Version
Step 1: Access the Document
Go to the company or order file in Sage Sales Management.
Navigate to the "Documents" or "Reports" section, where the files linked to that company or order are stored.
Step 2: Select the Document to Be Signed
Locate the document you wish to sign.
Hover over the file and click on the signature icon.
Step 3: Configure the Signature Details
A pop-up window will appear where you need to add the necessary information:
Subject and body of the email that signers will receive.
CC recipients (if necessary).
Type of signature (sign immediately or send via email for later signing).
Add signers (selecting contacts from Sage Sales Management who need to sign the document).
Step 4: Assign Signatures in the Document
Click "Sign" > "Understood" > "Assign" for each user.
Place the signature in the appropriate location within the document by dragging the signature box.
If the document has multiple pages, you can add additional signatures in different sections.
Step 5: Send the Document for Signing
Once all signatures are configured, click "Done" > "Send to Signers".
Depending on the type of signature selected:
If signing immediately, the document will open automatically within the application.
If signing via email, signers will receive a link to access the document and sign it.
Step 6: Sign the Document
Document Review: Signers must review the file before signing.
Signing Process:
Click the "Sign" button within the signature box.
Sign using a mouse on a computer or scan a QR code to sign from a mobile device using a finger or digital pen.
Accept the terms and conditions, then click "Send Document" to complete the process.
Step 7: Track Signed Documents
From the "Signed Documents" tab within the company or order file, you can track documents pending signature.
The system will display who has signed and which signatures are still pending.
Using Signature Manager on Mobile Devices
Signature Manager is also available in the mobile version of Sage Sales Management, allowing you to sign and manage documents from anywhere.
Steps to Sign a Document from a Mobile Device
Access the Sage Sales Management app from your mobile or tablet.
Navigate to the company or order file where the document to be signed is stored.
Select the document from the "Documents" or "Reports" section.
Tap the signature icon to start the process.
Configure the signature just as in the web version:
Add signers.
Define the type of signature (instant signature or email signature).
Drag and place the signature in the document.
Send the document for signing.
Signers can sign directly from the mobile app, either by scanning the QR code or by drawing their signature with a finger or digital pen.
Track signed documents from the "Signed Documents" section.