Estimates app in Apptivo allows you to customize the estimate templates with the eSign attributes. Through that, you can send your estimates for eSigning purposes with the customized attributes as per your preferences. In addition, you can auto-update the status of the estimate based on the eSign actions.
Note: Before customizing, you have to enable the eSignature option on Manage Your Accounts page. Click here to know the steps to enable it.
Steps to Follow
- Login and access the Estimates app from the universal menu.
- Click on the More(...) icon and select Settings.
- On the Settings page, click on the Estimates and select Statuses.
- From the Statuses page, enable the toggle for Auto change.
- Here, you can set the status update when the estimate is sent for eSigning.
- When the estimate is sent for eSigning, the estimate status will be auto-updated to the Submitted status.
- And when the estimate is completed signing, the estimate status will be auto-updated to the Completed status.
- The changes will get auto-updated.
- Now, go to the Estimate overview page and click on the Send eSign button.
- Enter the signer’s details on the Send eSign pop-up and click on the Send button.
- Once the estimate has been sent for eSigning, the status of the estimate will get changed to Submitted status as per the configuration.
- Then, when the estimate is signed and completed by the recipient, the status will be auto-updated to Completed.
- You can view the status of the estimate that has been changed to complete.
