eSigning Guide

Get Quotes Signed Securely and Fast

The eSigning feature in MyRoofCRM allows you to collect legally-binding signatures from your customers, turning quotes into approved contracts. You can sign in-person with a customer, send the quote by email for remote signing, or record a manual signature for paper-based processes. Once a quote is signed, new options to create orders and invoices are unlocked.

The Customer Signing Experience

When a customer opens your quote to sign it, they go through a clear process:

  1. Review and Select: They view the quote PDF and are then guided to a dedicated signing page. Here, they can:
    • Select Financing Options (if configured).
    • Choose which quote version to proceed with (if multiple are presented).
    • Select any Optional Upgrades.
    • Fill in Product Selections (e.g., colors, models).
    • Add Additional Notes.
  2. Sign the Quote: After making their selections, they click Save and sign.
    • A pop-up window appears where they can create their signature by typing their name or drawing it with a mouse, finger, or stylus.
    • They check boxes confirming their signature and initials apply to all relevant document sections.
    • Finally, they click the Save signature to complete the process.

Three Ways to Send a Quote for Signature

Choose the method that best fits your sales situation.

Option 1: "Sign Now" (In-Person with Customer)

Use this when you are physically with your customer to sign immediately on your device. A copy of the signed quote is emailed to both parties.

Steps:

  1. Open a project and edit the report.
  2. Click Review and Share button.
  3. Click Sign Now button.
  4. Confirm (or edit) the customer's email address and click Sign Now again.
  5. You will be taken directly to the signing page to complete the process with the customer.

Option 2: "Send for Signing" (via Email)

Use this to send a signable quote link to a customer who will review and sign it later.

Steps:

  1. Open a project and edit the report.
  2. Click Review and Share button.
  3. Click Send for Signing.
  4. Ensure the email address is correct. You can include a personal note or select an email template.
  5. Click Send Agreement to dispatch the email with a secure signing link.

You Get a Copy of the Email Whenever a signing email is sent to your customer, you will also receive a copy. Do not click the "Review and Sign" link in your copy, or you will be signing as the customer.

Option 3: "Manually Sign" (For Paper Copies)

Use this when a customer has signed a printed hard copy. This updates the quote's status to "signed" in the system without collecting a digital signature, unlocking order and invoice creation.

Steps:

  1. Open a project with a report.
  2. Click the Manually Sign button on the report card.
  3. You will be taken to a confirmation page. Click Yes, Complete Quote button to finalize.

Tracking Signature Status

After sending a quote, you can easily track its status from the project's details page:

  • Sent for Signing: Shows the date sent and the number of signatures required (e.g., 1 of 2).
  • Signed: Shows the date it was fully signed.
  • Manually Signed: Shows the date it was recorded as such.
  • Click View Details link to see who has signed.

Timestamp in GMT The official timestamp on your signed quote PDF is recorded in Greenwich Mean Time (GMT) for a consistent, universal audit trail.