E-signature

Have customers sign estimates, proposals and contracts in the portal, in person, or by link, and sign contracts for the business yourself.

An estimate, a proposal or a contract can ask to be signed. The signer types their name, draws their signature, ticks a statement, and the document records all of it: the drawing, the name, the date, the address the signature came from and the words they agreed to.

No third-party signing service. There is no account to open, nothing per-signature to pay, and the signature lives in your own database next to the document it belongs to.

Asking for a signature

On an estimate or a proposal, tick Ask the customer to sign it on the form (Estimates and proposals). A proposal to a lead cannot be signed — a lead has no portal to sign from. On a contract the switch is called Requires a signature, and a contract also says Who signs it: the customer, us, or both (Who signs).

Once ticked, the portal shows a signature pad instead of a plain accept button, and the document's page in the panel says Waiting for the customer to sign this in the portal. Signing is accepting for an estimate or a proposal — nobody draws their name on a quote and then means to leave it undecided — so the two happen together, and the plain accept route is closed while a signature is outstanding.

Where a signature can be given

Where	Who, and how it is recorded
The customer portal	A contact signs their own company's estimate, proposal or contract. Recorded as the customer's, given remotely, with the email of the account they were signed in as.
A shared link	Anybody holding an estimate's or a proposal's no-account link, when Share by link is on (Viewing without an account).
Sign in person, on a contract	The customer signs on a member of staff's screen. Recorded as given in person, with that member of staff as the witness (Signing in person). Contracts only, and only while it is allowed under Settings → Contracts & signing.
Sign for the business, on a contract	A member of staff with the Sign for the business right signs for your side, drawing a signature or using the one saved on My account (Signing for the business).

What the signer sees

A Full name box, an area to sign in with a mouse, a finger or a stylus (Clear starts again), the statement to tick, and a sentence saying what is recorded. Pressing Sign and agree asks Sign this document? once more before anything is saved. Anything waiting on a signature is also listed on the portal's front page, so it is not buried in a list of documents already dealt with.

The statement is yours to write under Settings → Contracts & signing, and applies to all three documents; see The signing settings.

What is stored

What a signature records: the drawing, the name, the email, the date, the address and browser it came from, the witness and the wording agreed to.

Field	Why
The signature	A PNG of what was drawn, kept in the row with the document so a database backup is a complete record of what was agreed.
Side and method	The customer or us; signed remotely or in person.
Name	Typed by the signer. A drawn signature alone rarely says who it belongs to.
Email	Taken from the account, never typed in.
Witness	For a signature given in person, the member of staff who was signed in.
Date and time	When it was signed.
IP address and browser	Observed rather than supplied, which is the whole reason to keep them.
The statement	Word for word as it stood at that moment.

The panel shows all of it under Signatures on the document's page, with Fully signed or Awaiting signature beside the heading, and the PDF carries it too. The full list is on What each signature records.

Editing a signed estimate or proposal clears its signature. A signature is agreement to a particular set of figures. Once those change it is agreement to nothing, and leaving it in place would make a revised estimate look accepted. Send the revision and ask again. An accepted one cannot be edited at all until the acceptance is revoked (Locked once it is agreed). A signed contract cannot be edited either — duplicate it instead.

What is refused

An empty pad. A canvas nobody drew on is still a valid image, and a document signed with one is worse than an unsigned document because it looks agreed to.
A signature without a full name, or without the statement ticked.
A second signature from the same side. The first one is the evidence; it is never silently replaced.
A document that does not ask for a signature, or is not waiting for that side's.
An expired estimate or proposal, or a contract past its end date.
Anything that is not actually a PNG, whatever it claims to be.

Is it legally binding?

In most jurisdictions an electronic signature with an audit trail — who, when, from where, against which version — is admissible, and that is what is recorded here. Whether it is sufficient for a particular contract in a particular country is a question for your own legal advice, not something any software can answer for you.

The addresses that record a signature from the panel are listed on Contracts and signing.