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[accordion title=”Digital Signature User Guide”]
- 1.Go to the quote module and open a quote in the quote list view.
- 2.Click Request Signature and select the email to send the signature request to.
- 3.The email will be sent to the email address selected.
- 4.Open the email and click “here” and go the page.
- 5.Review the quote and sign at the bottom. Enter the password from the email.
- 6.Accept the terms and conditions.
- 7.Go back to vTiger, quotes and documents section.
- 8.The signed quote will be attached and linked to the vTiger quote record.
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