Electronic signature tool for service offers

Are you wasting a lot of time getting your service offers signed electronically? Collabox has introduced a feature that allows your customers to sign the service offer you send them directly in the email. Here is how to use this function.

Write a message

When your service offer is ready to be sent to your client or prospect, go to the “Email” tab of the form.

Emailing" tab in the form for creating a service offering.

Then, write your message with a subject and a sending email. Note that your service offer is automatically added as an attachment.

An example of a message to be sent to a client via the Collabox email platform.

Add the option of electronic signature

Below the message are several options in the form of check boxes. First choose who will receive a copy of the message, then select the “Signature Required” box.

Check box to determine to whom the copy of the message will be sent. In addition, a "signature required" box is checked to allow customer signature.

When the customer opens the message, they will have the option to sign the service offer by clicking on a link.

This is an image showing the text sent to the customer for the online signature of the service offer.

Here is a preview of the Collabox signature visual.

This is an image showing how the customer will be able to sign the service offer.

When the customer has signed the offer, you will receive a notification.

Message sent to the Collabox user when the customer has signed the online offer.

In addition, the service offer icon turns green. This way, it is easily identifiable and you don’t have to open the document to check that the signature is present.

When the service offering is signed by the customer, a green icon appears next to the service offering number in the Collabox list.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue using Collabox!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274