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.
Then, write your message with a subject and a sending email. Note that your service offer is automatically added as an attachment.
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.
When the customer opens the message, they will have the option to sign the service offer by clicking on a link.
Here is a preview of the Collabox signature visual.
When the customer has signed the offer, you will receive a notification.
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.
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.
firstname.lastname@example.org (418) 907-9274