Add a Signature to Your Estimates and Invoices

With Joist, you can give your clients the option to sign your Estimate and Invoice documents digitally, right from their computer. Here's how:

First, create a new document or select the existing document you wish to have your client sign and click the "Edit" button.

Scroll down to the Contract & Signatures section. From here you can click on the option to include a Client Signature.

Click the switch and it will turn green, indicating the signature option is turned on. Now you can save your document and send it to your client.

Your client can electronically sign the document right from their computer by clicking the weblink provided in the email. This is an example of what they will see:

Once your client enters their signature, it will be added to the document that they see and on the document in your Joist account.

Note: Making any changes to the document after your client signs will clear their signature -- you will have to send them the updated document for them to sign again if you still require their signature.

Helpful hint: You can receive a notification directly to your device when a customer signs the document via the weblink! Simply turn on this notification in the Notification section under Settings.

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