Contract Signature within Quote

June 21, 2024
Sliced Invoices

We need three things provided.

1) We must save multiple contracts in the “Sliced Invoice Settings -> Quotes.”

We should be able to name the contracts for later retrieval in the “Add New Quote.”

2) We should be able to select the contract from a combo box. When the quote is generated, the contract should display first, much like a popup window, where the client needs to digitally sign before being permitted to accept a quote or pay an invoice.

3) An email with the quote & signed contract with a digital signature would be sent to the client and admin.

We found an excellent resource for the digital signature: https://docs.apryse.com/documentation/web/guides/signature/

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