Accepting On Site

Present estimates to customers on-site and capture electronic signatures immediately to speed up the sales process.

PaintScout lets you present estimates to customers in person and capture their electronic signature on the spot, skipping the email-and-wait process entirely.

How do you accept an estimate on site?

1. Click the drop-down arrow beside the send button and select Preview/Accept.

2. A preview of the estimate will appear for you to review with the customer. Turn your tablet or phone around to walk through the presentation together. When the customer is ready, click the Accept button in the top right corner.

3. A signature pop-up appears where the customer signs electronically. Click Accept Estimate to finalize.

4. The estimate will now show an Accepted status in PaintScout. It’s a good idea to email the estimate to the customer so they have a copy for their records too!

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How Customers View & Accept

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How digital signatures work in PaintScout including setting up your signature, how customers e-sign to accept estimates, and managing signatures on accepted documents.