What transactions can I use e-signs for?
You can use e-signs for sales quotes.
How do I create an e-sign template?
Go to Settings > Templates > E-Signs > + New Template
What can I setup in the e-sign template?
General
Emails
Signers
Reminders
General
Set Template Name
Add description, this appears when choosing the template, add to put more context on usage within your organization.
Define rules such as setting when the default expiry days from send is. Enabling decline reason requirement. Enabling cancel reason requirement.
Set Post-Completion
Action on completion
Action on expiry
rules, default expiry, enable decline reason and decline reason
post-completion actions. action on completion. action on expiry
Emails
Customize title, document details, references, dates, terms, company info, contact details, GST/VAT ID, delivery, and address format.
Signers
Enable/disable tax info, adjust row spacing (Standard, Compact, Relaxed), and customize column headers, widths, and visibility.
Reminders
Enable/disable the total section, adjust spacing, configure balance labels, and add a tax summary for detailed breakdowns.
Note: Applies to all templates except customer statement
How do I use it
Can I duplicate templates
What are default templates and how do they work
There are two types of default templates:
Template default for the organization: This is the default for all contacts unless a specific contact default is set.
Template default for a contact: Applied when a specific PDF template is set under Contacts. It overrides the organization default when the contact is selected during transaction creation or editing.
Q8. What happens if I update an existing template?
Updating a template applies changes to future transactions but previous PDFs remain unaffected.
