Customer Electronic Signature Experience
  • 29 Jan 2023
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Customer Electronic Signature Experience

  • PDF

Article Summary

The customer will receive an email like the one below which is based on the template provided. When the customer clicks on the signature link, they will be taken in their default browser to a login page provided by Aspire. 
 

The customer can log in by entering their email address (the one to which the proposal was sent) and the job number. When they do, Aspire will display a page showing the proposal and providing a Sign Proposal button that they can click to sign. They can click the Exit button to leave the page without signing if they choose, and then come back later when they are ready


If they click the Sign Proposal button, the Contact Signature screen will be displayed allowing them to use their mouse (or finger/stylus on a touch-sensitive device) to sign their name and save their signature. If the customer has electronically signed another proposal previously, their signature will be displayed for them to accept.

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