Sales Management

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Client Signature (Mobile only)

When you Confirm a Quote or a Receive a Purchase Order, you can request for the validation of the confirmation or receipt with a Signature from a Client or Manager.

To activate this functionality, check the 'Ask for Client Signature' option in the Sales Options menu / Quotes tab.

After you tap Mark Confirmed for a Quote or Recived for a P.O. on your mobile, the next screen displays a field to hand draw a Signature. The Quote or P.O Receipt cannot be Confirmed until a Signature has been filled in and you tap Done.

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