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QuoteWerks Knowledgebase Topic (Article ID 6410)

Archived - Tablet PC - Customer Signature

This information applies to :

Article ID
6410

Created/Updated
July 16, 2019

Category
Support


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Archived by MER - 11/7/2014 - Out of Date

Issue:

I have a Tablet PC that I use in the field. Since I don't have a printer, I would like to be able to preview the quote to my customer and have him/her sign the quote digitally. How can I accomplish this?

Solution:

At this time, QuoteWerks does not have a built-in function to allow for a digital signature to be saved while in the "print preview" window. Documents viewed in the Print Preview window are read-only and cannot be modified.

You can use the following workaround method:

- Save the quote as a PDF document using the "Save As" button from the Print Preview window.

- After the quote has been saved, you can open up the PDF and have the user sign it and then save the changes.

Note: To edit the PDF you will need the full version of Adobe Acrobat.

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