Digital Signature - Your Personal Stamp of Approval

Overview

Think of your digital signature as your handshake in the digital world - the mark that says "I've reviewed this, and I approve." Once it's set up, it gets applied wherever your sign-off is needed on estimates, change orders, and sales orders - no printing, signing, scanning, or re-uploading required.

Enter Your Signature Zone

• Click your Profile Icon (top-right corner).
• Choose My Account, then head into the Signature tab.

Create Your Mark

Under Create New Signature, pick how you want to sign:

• Draw Signature - sketch your signature using your mouse or trackpad, right in the box provided.
• Upload Signature - already have a signature image? Upload it instead.

Perfect It

Not quite right? Hit Clear and give it another shot -  no harm in a few practice swipes before you lock it in.

Lock It In

Once you're happy with it, click Save Signature. From this point on, it's your go-to seal of approval - ready to be stamped on documents the moment they need your sign-off.