09-08-2022 08:56 AM
Is there a way for signatures from an estimate can transfer to an invoice once the estimate is converted? We are having our customers sign estimates and then sending them the invoice to sign again. I feel we're asking for too many signatures and honestly it's a lot more work for my admins in the office and technicians.
09-09-2022 10:39 AM
Hi,
Signatures cannot transfer and each estimate and invoice must be signed individually. I would check with your success manager because we do have account configuration to reduce the number of signatures required on jobs.