​How to use quotation e-signature?

To use online signatures and online payments 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 and the online payment feature is located under the "Other Info" tab.

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

7)  Click on the 'Send by Email' button to send the quotations to your customer. This action will Open the email dialogue, then click on the 'Send' button to successfully send an email to the customer.

8) Now Click on the Customer Preview and view the Customer Quotation. 

9) When quotations are sent to clients, there’s an option for them to sign & pay directly on the quotation in the online 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)  You will see the customer preview. Same format customer will receive if you send sales quotation through email. From here customer will be able to accept/reject etc.

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