Provided that a DeepBox has been connected to AbaNinja, offers can be signed and sent with the electronic signature DeepSign.
Within the offer there is a Signatures field where the switch Activate signature page can be activated. This switch can also be fixed as a definitely active default via Settings > Customers > Offers in the Signature page.
The sender and recipient are then automatically saved and the signature type can be selected.
The offer is now sent via the Send via DeepSign button.
The recipient of the offer receives an email with a link to view and sign the offer.
The signature field is now used to either sign directly or to upload a signature.
The signature is transferred to the corresponding field on the offer.
After clicking the button Sign now, the signature is confirmed and the offer is accepted.
Within AbaNinja, this process is now indicated by a green tick in the offer.
The creator of the offer now also receives an email stating that the offer has been signed. They can access it via a link and also sign it in order to complete the offer process.
If this process was confirmed with Sign now, the offer is moved from the Open tab to the Completed tab in AbaNinja.
The offer now has two green ticks in the signature area and the signed offer is available as a PDF file in the attachment.
Note:
The signature function can also be used without an active connection to a DeepBox.
The process is then done manually and no signature type can be selected.
Requirements:
- This function is only available with a paid subscription.
Comments
0 comments
Article is closed for comments.