You can request a signature for the order sheet from the order record. Recipients can sign in the app or through a link sent by email.
Request an order signature
Open the order record and find the Documents section.
Hover over the order sheet.
Select Sign, the pencil icon, to open the Signing process window.
Enter each signatory’s name and email address.
Complete the subject and body of the email they will receive.
Choose whether signing will take place in the app or by email.
Confirm the request.
If you select Sign by email, recipients will receive a link to open and sign the document.
Sign an order received by email
If you receive a signature request, follow these steps:
Open the link in the email.
Review the document and check that the order details are correct.
Accept the terms and conditions to continue.
Add your signature using your computer or mobile device.
Select Send document to complete the process.
Check the signature status
Sage Sales Management allows you to check the order’s signature status to see which stage the process has reached.