Customer Signatures on Quotes
For Sage 300
Customer Signatures on Quotes, a groundbreaking feature seamlessly integrated into the Order Entry Integration Support Workflow. This innovative solution empowers you to obtain legally binding digital customer signatures on your quotes using Adobe Sign, ensuring compliance and enhancing the efficiency of your order management process.
Obtain legally binding digital customer signatures on your quotes, using Adobe Sign, before promoting the quotes to orders.
How it works
Extender Workflow is used to manage the following process:
- The Quote to Order process commences when a quote is entered into Sage 300 O/E
- Extender Workflow creates an agreement in Adobe Sign, including the quote PDF
- The customer is notified by email that their signature is required, and approves the quote using Adobe Sign
- Remote Action Service retrieves the signed agreement, and automatically converts the quote to an O/E order in Sage 300
Special Requirements
Adobe Sign and Remote Action Service are both required for this customization to work.
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)
Makes use of the Workflow capability that comes included with Orchid Extender.