📌 This feature is available for all Starter, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
Sign your orders easily with Sage Sales Management. This feature ensures that every detail of the order is reviewed and approved by all parties involved, streamlining the management process and eliminating the need for multiple emails and calls to confirm the order.
1. How to send a e-signature request for an order?
First of all open the order you want to sign and go to the report section. There you find the order form. Click on it to generate a PDF document.
Then download the document and add it to the related account file in your ForceManager.
When you click on the document, you’ll see the option to sign it. A pop-up window will appear so you can add data related to the person/people signing. E.g. information (subject, email body), name, and email address. You also have to choose between "sign now through Sage Sales Managementr" or "electronic email signature".
1. Sign now through Sage Sales Management: It means the users will sign the document on the current device documents at the end of the configuration process.
2. Electronic email signature: It means the users will receive an email to sign the document on their own devices.
The email will be sent to the signers and will have a direct link to open the document and sign it.
Once you’ve opened the link:
Go over the document and click Sign if it’s all OK.
Press where you want the signature to be placed.
Sign the screen from your device.
Click send to finish the process.
Once the document is signed you will receive an email with the signed document. Also automatically it will be updated in ForceManager.
2. How to sign the order form?
2. How to sign the order sheet?
Here’s how the recipient can sign the order after receiving the signature request via email:
Review the document: The recipient should ensure that all details are correct.
Accept the terms and conditions: This step is required to proceed.
Add your signature: The recipient can add their signature using a computer or mobile device.
Click "Send document": Once the signature has been added, the recipient just needs to click "Send" to complete the process.
Sage Sales Management allows you to track the status of the order signature so you’re always aware of the process's progress.