If you need your clients to sign your Terms and Conditions or order confirmation Quikflw enables you do this as part of your quotation confirmation and sales and order processes or as a stand-alone operation. You don't need to subscribe to all the tools to use this.
If you want the client to set up a direct debit you can include the link to this in your document or in the email that the system sends. If you want them to pay now, the system allows them to pay by card as soon as they have signed.
Using the Jobs tool, you can upload your T&C’s and send a link with a copy of the PDF to the client. The client can then sign either by:
Once the confirmation has been signed they receive a signed copy of the document and you receive an emailing confirming that it’s been signed. You don't have to chase them and can moved swiftly on with the job.
You can access the proof of signature in the system.
You can build the eSignature into your quotation templates so it is always included.
You can add specific details to the document such as the client's address. If you need to add information that is more specific to the way you work, such as project details, or their company's registration number for a contract,
the system’s custom fields make this easy.
You can change your plan after you have registered.
Create your account and one of our team will be in touch to offer a demo.