Add a Signature to Your Estimates and Invoices

With Joist, you can add a signature line to your estimates and invoices and sign on the spot.

  1. Have the estimate open in edit mode

  2. Under Contracts & Signature turn on Client Signature and/or My Signature           

  3. Tap the checkmark at the top right to save changes

  4. With the estimate or invoice open, tap the green arrow at the bottom right

  5. Tap Sign and the screen will turn and you and your client can sign with your finger                                                                                                               

  6. Tap the checkmark in the top right corner to save the signatures

You can also gain a client signature by having them electronically sign the document via the web link included in the emails you send them from Joist. In each estimate and invoice email, there is a web link in addition to the PDF file attached.

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