How to Add and Send Your Signature
To include your signature on outgoing estimates, you must first save it to your profile settings.
Navigate to the top right of the dashboard and click My Account.
In your profile settings, scroll down to the Signature section and click Add Signature.
Choose your preferred method for creating a signature:
Click Type your signature.
Use your mouse or touch pad to click and drag on the signature canvas.
Review your signature and click Save.
Open the estimate you wish to send and click Send.
Once the client receives and opens the digital version of the estimate, they can click Approve to provide their own signature.
Note: Your digital signature will automatically appear in the Approval section at the bottom of the estimate PDF, alongside your name, title, and the date signed. This signature functionality also applies to change orders.