Signatures and Initials

Create Signature Container

1. Open the Cell Tool Drawer using the expand toolbar icon on the right side of the screen.
2. Drag and drop a Signature Container onto your document. This will create a Signature Container with two Signature captures. One for the customer and one for the customer spouse.

Note: The signatures use the placeholders %customerName%, %customerSpouseName%, and %usersName% to display the names of the customer, customer’s spouse, and the user. The customer’s spouse signature will not show up unless a spouse has been added in the estimate.

Create Capture

1. Open the Cell Tool Drawer using the expand toolbar icon on the right side of the screen.
2. Drag and drop a Signature Capture onto your document.

Create Note

1. Open the Cell Tool Drawer using the button on the right side of the screen.
2. Drag and drop a Signature Note onto your document.
3. Double click the lines to edit the note. In the example below we added a State License of 12345678.

Add Initials to a Line Item

1. Add a line item with the required information.
2. Click on Settings > Initials Required.
3. During contract signings, tap with 2 fingers to bring up the initial capture.

SalesPro offers the ability to remotely sign documents remotely via remote signature through Leap Secure Sign and DocuSign.