​How to use quotation e-signature?

To use online signatures in Metro ERP's Sales App, follow these steps:

1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.

2) Start by creating a new sales order or quotation for your customer.

3) Add the products the customer wants to purchase.

4) Specify the quantity and other details.

5) On standard quotations, the online signature feature is located under the "Other Info" tab.

6) You need to enable the "online signature" options. if it's not enabled by default. Now, Click on the Save button. 

7)  Click on the 'Send by Email' or "Send by Whatsapp" button to send the quotations to your customer. This action will Open the wizard dialogue, then click on the 'Send' button to successfully send it to the customer.

8) Now, the customer will receive an email or WhatsApp message with a predefined message and a link to the quotation preview. By clicking on the 'Accept & Sign Quotation' button in the email body, the customer can easily view and approve the quotation.

9) There’s an option for them to "Accept & Sign" directly on the quotation in the customer portal. When clicked, clients have the option to draw a signature, fill in the field with an automated signature, or load a file from their computer.

10)  Once the customer clicks the "Accept & Sign" button and submits their signature, the quotation will be automatically confirmed as a sales order. You can then proceed with the delivery and invoice creation processes.



11) The customer can also download the Sales Quotation/Order PDF report by clicking the Print button on the customer preview portal.

To use online signature features , please do contact us at  support@metrogroup.solutions