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Adding customer signatures to PDF templates

Add the signature variables to your quotation, job and contract PDF templates so signed documents show the signer's name, signature and date.

Quotations, Jobs and Contracts

This applies only in these modules - the variables for eForms are different.

Add a table similar to this to the PDF template:

Approval table in a PDF template with Name, Signature and Date Signed columns holding agreement merge fields

Result

Quote PDF approval section with the customer's name, captured handwritten signature and Date Signed filled in

Description of Variables

{AgreementName} - The name entered by the person signing the document

{ClientName} - The name of the client on the original quotation, job/sales order or contract.

{AgreementSignature} - An image of the signature. Make the box wider and taller to make the image larger.

{AgreementDateSigned} - The date signed.

You can find more variables in the document templates section for each module in Cog -> Settings:

Document Templates screen with the Quotations tab open and the Search Variables button highlighted at the top right

Learn more: document templates in Zigaflow

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