Skip to main content
Who uses this: Administrators and Team Managers can create and send estimates and invoices by default, and an Administrator can turn that permission on for a Service Agent; the account-wide default signature setting sits in Company Settings, which only Administrators can view. Availability: All regions.
You can collect a customer’s electronic signature on an estimate or invoice by email, directly in FieldPulse. Request a signature on a single estimate or invoice at the moment you email it, or turn on a default so every new estimate and invoice carries a signature field. A contract can go out with the same signature request.

​
Overview

There are two ways to request a customer signature. Turn on the default signature setting to add a signature field to every new estimate and invoice, or include a signature request on one estimate or invoice when you email it. When the customer opens the emailed record, they select Sign and Accept, draw or type their signature, and add it. FieldPulse then saves the signed PDF under Files on the estimate or invoice record.

​
Video walkthrough

Video walkthrough: requesting a customer signature

​
Before you begin

  • Decide whether you want a signature on every estimate and invoice or only on specific ones. The default setting covers the first case, and the per-record signature request covers the second.
  • Create the estimate or invoice you want signed. The signature request goes out with the email, so the record has to exist first. See How to Create an Estimate or How to Create an Invoice.
  • Set up the contract you want attached before you send, if you plan to collect a signature on a contract at the same time.

​
Setting a default signature request

Turn on the default signature request if you plan to collect a signature on every estimate and invoice. As with other default settings, you can still change the setting on an individual estimate or invoice later.
  1. Select Company Settings in the left menu.
  2. Select Estimates & Invoices in the header.
  3. Select the Preview Settings tab. The Administration screen with Company Settings highlighted in the left menu, the Estimates & Invoices tab highlighted in the header, and the Preview Settings sub-tab highlighted above Invoice Preview Settings
  4. Scroll down and toggle on Default Display Signature Button. The Default Display Signature Button setting switched on and reading Yes
  5. Scroll back to the top of the screen and select Save.
Every estimate and invoice you create from then on includes a signature field by default.

​
Requesting a signature on a single estimate or invoice

  1. Open the estimate or invoice, preview it, and select Email To Customer in the top-right corner. An invoice record preview with the green Email To Customer button highlighted above the invoice, which shows a Sign and Accept button in the Invoice Summary
  2. In the email window, scroll down and toggle on Include Signature Request. The email window scrolled to the toggles, with Include Signature Request switched on and highlighted above the loan offering and voiceover audio toggles
    Include Signature Request is already turned on for you when a contract is attached to the estimate or invoice. It only turns on by itself when a contract is on the record — with no contract attached, turn it on manually.
  3. If no contract is attached, a Contract Selection pop-up opens. Search for the contract you want and attach it, or select Go Without Contract. The Contract Selection pop-up with a Type to search contracts field and the Go Without Contract button highlighted next to Cancel and Save
  4. Select Save, then send the estimate or invoice to your customer.

​
How the customer signs

  1. The customer opens the emailed estimate or invoice and selects Sign and Accept. The customer's view of an invoice with the green Sign and Accept button highlighted below the Invoice Summary totals
  2. The customer draws or types their signature in the Sign Now window, then selects Add Signature. The Sign Now window with Draw Signature and Type Signature tabs, a drawn signature, the electronic signature agreement text, and the Add Signature button highlighted
  3. Open the estimate or invoice record and select the Files tab to view the signed PDF.
The Files tab of an invoice record highlighted, with two PDF files named Invoice 1026 shown in the Home folder
A signed invoice PDF open in the viewer, showing the invoice on page 1 and a Contract page carrying the customer's drawn signature and the date on page 2

​
Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. Your signature request is working when the customer opens the emailed estimate or invoice, signs it, and the signed PDF appears under Files on the record.