Signatures from estimate to invoice

ddmcrystal
New Contributor II

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. 

1 REPLY 1

baraica
Community Manager
Community Manager

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.