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blucrew
November 13, 2024
Question

Customer E-Signature

  • November 13, 2024
  • 2 replies
  • 0 views

Hello! We currently use Quickbooks Online Pro. We want to implement the ability for a customer to sign a document digitally, be it an estimate, contract, etc. I looked into Docusign, but we would need to upgrade to the Advanced version. We just upgraded to the Pro, and financially we can't go up to the Advanced!

Any suggestions how we can add an e-signature for customers without having the Advanced version?

 

Thank you!

2 replies

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AnaRose_Q
November 13, 2024

I recognize the relevance of having the ability to use electronic signatures in QuickBooks Online, blucrew. I'm here to help find the best options to streamline your activities.

 

At the moment, QuickBooks Online doesn't have an E-signature feature. This functionality is available via the mobile app, but it's limited to estimates and invoices. Since you're looking for a way for customers to sign documents, such as contracts, a third-party service can be a great solution for those who prefer not to upgrade to QBO Advanced.

 

For detailed information, you can visit this article for a fast and secure transaction in the mobile app: Capture signatures using the QuickBooks Online app.

 

I've included a reference document that clearly explains the process for converting an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

I'm just a click away if you need more guidance with your estimate. Simply hit the Reply button below, and I'll be delighted to assist you further. Looking forward to hearing from you!

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Chrea
November 14, 2024

@blucrew 

You need a 3rd party app to integrate with QBO.

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