E-Signatures on Estimates enable you to collect a signature when you send estimates to your customers via email or SMS. This removes the need to print, physically sign, and scan documents, allowing you to close deals faster.

In this article, you will find detailed information about collecting e-signatures on your estimates on the web version of Housecall Pro.

First, create an estimate and send it to your customer by email or SMS:

When your customer opens your estimate and approves an option, they will be prompted to provide their signature:

The customer has first to provide their name. This name will be later displayed next to the signature:

Next, they can decide whether they want to leave the signature typed:

Or they prefer to draw it:

If you have Terms and Conditions added to your account, the customer can click the link and review them. Finally, the customer needs to check the checkbox to acknowledge that they agree to conduct business with you electronically.

Once the customer successfully provides their signature, the estimate is approved!

Both you and your customer will receive a signed copy of the approved estimate via email.

This copy is a PDF file that contains your customer's signature with a name, IP address, and timestamp of the moment the signature was provided. The PDF also contains the content of the approved estimate and the terms and conditions your customer has agreed to.

Additionally, you can download the same PDF from the Estimate details page:

Currently, e-signatures can only be collected if you let your customers approve only one option in the option approval settings:

We are actively working on adding e-signatures to estimates where the customers can approve multiple options.

We are also actively working on adding e-signatures to Sales Proposal Tool.

You can also collect customers' signatures on mobile. Read more about estimate signatures on mobile here: https://help.housecallpro.com/en/articles/918072-estimate-or-job-approval-signature-on-mobile