Signatures and Initials (2.9 and prior)

Create Signature Container

1. Open the Cell Tool Drawer using the button 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.

Create Capture

1. Open the Cell Tool Drawer using the button 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.

To add a 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 through DocuSign. To learn more about this, please click here.