Signature and payment plan

1. Signature and payment plan

   For one quote, you can ask for a signature before the customer can accept it, and split the total into milestone payments.

2. Back to quotes

   Returns to the quote list. The button shows the title of the quote you are working on.

3. Signature

   Tick the box to require a signature before the customer can accept. Once signed, this card shows who signed and when, the method, the IP address and the document fingerprint, whether the stored document still matches it, and a download of the signed PDF.

4. Payment plan

   Add milestones with a name, a percentage and an optional target date; the percentages must add up to 100. The first milestone is billed when the customer accepts, and you bill the others from here when the work reaches them. The plan cannot change once the quote is signed or billed.

5. Save

   Saves the signature setting and the payment plan together.