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jwc-cheng-yahoo-
Level 1

How to add signature lines in estimate/invoice? I need to ask customer to chop on the document for their confirmation.

 
4 Comments 4
Jovychris_A
Moderator

How to add signature lines in estimate/invoice? I need to ask customer to chop on the document for their confirmation.

Thanks for posting to the Community, @jwc-cheng-yahoo-. I'll share a few details on how to come up with signatures in QuickBooks Online (QBO).

 

Right now, adding a signature line to an estimate and invoice is not an option. I know the benefits of having this functionality would be helpful to your business. Your insights about this feature will help us make the program works best for your company.

 

As a workaround, you can use the Message on invoice or Message displayed on estimate field to include the information you need.


 

You can also capture signatures using the QuickBooks Online mobile application. By selecting an existing or creating an estimate or invoice transaction, your customers can add their signatures manually through your phone using a digital pen or finger. You can disregard the workaround above when you decide to use this feature.




 

I've added our Community Help Articles so you can easily navigate, learning more features about QBO like recording income and expenses.

 

Feel free to add a comment if you have other concerns with record-keeping and how to use other features in QuickBooks. I'm anytime ready to assist. Have a great weekend, take care!

Fiat Lux - ASIA
Level 15

How to add signature lines in estimate/invoice? I need to ask customer to chop on the document for their confirmation.

@jwc-cheng-yahoo- 

What kind of business do you run? You need an additional app to integrate with QBO like this one.

 

Incodocs with multi language.jpgProforma Invoice and Commercial Invoice.jpgindocs_2.jpgIndocs.jpg

jwc-cheng-yahoo-
Level 1

How to add signature lines in estimate/invoice? I need to ask customer to chop on the document for their confirmation.

Thank you. What app is this?

I am an office furniture reseller.

 

My current sales flow is

1. I generate quotation with offline invoicing software with two signature placeholders - one for me to chop to confirm this quotation is validated by me; and another one for customer to sign and chop when they confirm to order.

2. I send the quotation pdf to my customer

3. Customer signs and chops the designated placeholder and scan back the quotation to me

 

That's why I need the signature placeholders on the quotation itself. I do not need online/e-signature function but just a placeholder for myself and customer to chop on the paper. Thank you!

 

Fiat Lux - ASIA
Level 15

How to add signature lines in estimate/invoice? I need to ask customer to chop on the document for their confirmation.

@jwc-cheng-yahoo- 

You may utilize the app for a trading company or an exporter company to put your signature and ask the counter-sign from your customer. Check our profile name and send your business email address in a private message to us. We will introduce you directly to the app developer. The subscription plan starts from USD 13/month/user.