Signatures on Sales Orders

Function : Workflow | Solution: Sage | MODULE: ALL | INDUSTRY: ALL

Simplify sales order processing with integrated digital signatures and automated invoicing—right from within Sage.

Easily search orders, capture secure signatures, and instantly generate signed PDFs. Streamline invoice distribution with customizable emails and one-click delivery, all from a fully integrated, user-friendly interface.

Hands, tablet and online signature for contract meeting with agreement for employment for document, form or collaboration. Businesspeople, internet and partnership in London with digital paperwork

Features & Benefits

Order Confirmation Workflow

Quick Search: Locate open orders by date range or customer number.
Instant Signature Capture: Select an order, launch the signature screen, and collect a digital signature embedded directly into the Order Confirmation PDF.
Secure Signature Handling: Signature images are automatically deleted after embedding for added security.
Preview with Signature: Right-click any order to preview the signed confirmation PDF instantly.

Invoice Distribution

Efficient Invoice Retrieval: Find invoices by date range or customer number.
Automated Email Delivery: Generate and send PDF versions of both the invoice and signed order confirmation in a single click.
Email Templates: Customize email body text using your preferred text editor.
Flexible Email Routing: Choose to send to customer profile emails or override with a default internal address.

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