Zoho Invoice Resolution
- Customer needs to log in to their Client Portal.
- They must open the estimate they want to accept and click Accept
- The customer is then prompted to insert their e-signature to sign the estimate using their preferred signing method (drawn signature, typed signature, or image upload). Upon doing so, they have to click Sign and Accept.
- You can verify that the customer accepted the estimate by digitally signing it in your Estimates module.
