Client Approval
Once the contract is publisher approved, you will now have the ability to send the contract to the customer for either a digital signature or an actual signature. With the correct system configurations, the rep will receive an email when the order has been publisher approved. Navigate to Sales > Approve Orders and search for those items that have been publisher approved. To approve the order click on the order number.
Digital Signature: You can digitally sign on behalf of the customer, or if you are in front of the customer you can have them sign digitally.
Email Record: You can use this option to approve on behalf of the customer if the person has emailed you a confirmation. Simply copy and paste the email from the customer and that is what will show in the signature box on the contract template.
PDF Upload: You can upload the actual signed PDF with this option, but keep in mind this will replace the contract that was built in ths system with the PDF that is uploaded. You can use the modify order files to keep the system contract and the signed copy of the contract. Navigate to the company details page and the orders tab. Click on the ellipsis and then click on modify order files.
Note
If your Secondary Order Signatory system configuration is turned on, and a contact is set in the Secondary Signatory field on an order, both the primary contact and the Secondary Signatory contact will be required to sign the order for it to become client approved.
Updated 2/8/2025