You can collect a customer signature on the transaction details, packing slip, or picking slip. This is helpful when confirming deliveries or pickups. Here’s how:
1. Open the Order
Go to the Order View screen.
Look at the left-hand side under the Order Actions section.
2. Select the Sign Option
Click the Sign button.
A menu will appear asking which document should be signed:
Transaction Details (this is the document you see when you print a quote or order)
Packing Slip
Picking Slip
Note: The action options in the left menu will depend on the permissions set for your role and the status of the transaction. If you do not see the options, please reach out to your account administrator.
3. Choose the Document to Sign
Select the document you need a signature on. Note: you can select multiple documents if necessary.
Click the green Sign button.
4. Capture the Signature
A signature tab will open with the document you've selected.
Click Sign the Contract to open the signature box.
The customer can draw or type their signature.
On mobile devices, the signature box supports touch input.
If initials are required, those can be entered too.
Click the green Confirm button when finished.
5. View the Signed Document
A signed copy will be emailed to the customer.
Go to the Documents tab inside the order to see the signed version.
For example, if the packing slip was signed, you’ll now see a signed packing slip listed.
Need Help?
If you have any questions about collecting signatures on your order documents, contact us at [email protected].