QuoteWerks Knowledgebase Topic (Article ID 6410)
Archived - Tablet PC - Customer Signature
This information applies to :
July 16, 2019
|Archived by MER - 11/7/2014 - Out of Date
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?
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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