Signature Capture through Follow-Up

[AtlasHS]

Is there anyway anyone knows how to capture a signature for a ISR or follow-up call through Follow-Up tab?

I know we can Sold/Convert but there is no signatures with terms and conditions where they agree to work, any ideas or know of anything?

[PamDuffy-PCG]

Hi @AtlasHS ! Yes: have your CSR click the "Email Estimate" button: 

This will guide your ISR through sending an email with a link to the customer:

When the customer clicks on the link, they have an opportunity to review the estimate and "Accept Now" 

Which will then take them through the e-Sign process: 

Once they complete the process, the customer receives an email confirmation from the system and in ST the Estimate automatically shows as Sold: 

The E-Sign will show up in the Job History as the master account / system message: 

Hopefully, your ISR either is watching the Sold Estimates tab like a hawk, or has Sold Estimate alerts turned on so they can catch it right away.

I hope this is helpful! If you have more questions, feel free to reach out to our team at https://mypowerhouse.group/

[LBabayan]

Hi @AtlasHS, 

Congrats on your first post in the Community🎉 

Great question, let's see if one of our experts can weigh in. @PamDuffy-PCG have you worked with or have suggestions for capturing a signature for an ISR or follow-up call through the Follow-Up tab? Or maybe you can tag another expert who has an experience with this 😊