Sign from your other apps
Get quotes, orders, invoices, challans, deals and projects signed - and the signed copy filed back on the record.
Sign works on the same business as your other Ellibo apps. Records in those apps have an E-signature card (or a Send for signature item) that opens Sign with the record's own PDF and its customer as the first signer. You only place the fields and send.
| App | Where | What happens when it is signed |
|---|---|---|
| Accounting | An invoice, estimate, sales or purchase order, delivery challan, credit note or bill | The signed copy shows on the document |
| CRM | A quote or invoice | A signed quote is accepted online: CRM's quote settings apply (make the sales order or invoice, move the deal to Won) |
| CRM | A deal (Send a contract) | A line is added to the deal's history |
| Inventory | Sales and purchase orders, challans, packages, shipments, receives | Proof of delivery: the signed copy shows on the document |
| Subscriptions | A quote (Send an agreement) | The signed copy shows on the quote |
| Projects | A project's menu > Send for signature | A line is added to the project's activity |
If the business hasn't started Sign yet, the owner starts it first, then lands straight on the new document.
Payments at signing
Add an amount on the document (Professional, with online payments connected in Integrations). The first signer pays online right after signing. An invoice for the payment is made in your books for the signer's customer record, and the payment is recorded when it comes in.