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How Signatures Work

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

PaintScout uses digital signatures on estimates: the estimator's signature comes from their profile, and the customer signs electronically when accepting. Both signatures appear on the accepted estimate.

How do you set up signatures?

Each user must first sign their signature in the Profile section.

Screenshot showing the signature field in the user Profile section

Once an estimate is sent, your customer can digitally sign to accept the project by clicking the accept estimate button.

Animation showing a customer digitally signing to accept an estimate

Both signatures will be automatically populated, along with the acceptance date at the bottom of the estimate.

Screenshot showing both estimator and customer signatures with the acceptance date on the estimate

How to force populate the estimator signature

If you would like the estimator's signature to be included before sending the estimate, simply click on the estimator's name at the top of the quote and re-select their name from the popup.

Animation showing how to force populate the estimator signature by re-selecting their name

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