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Solargraf Features: Proposal

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Disable/Enable signature pages from the quote

Can you make it an option that can be turned off to send the signature page? It would be helpful if we are negotiating with customers and simply want to send proposal 'Options' for them to interact with without the need for the customer to sign?

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David Shea shared this idea  ·   ·  Report…  ·  Admin →
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  • Your Solar, Your Way commented  ·   ·  Report

    On proposals, can you make the Review and Signature section optional? This could easily be done under the Manage Section like other parts of the proposal. We have another method for putting the customer under contract. If the customer prints the proposal as a PDF, we don't want the signature section to show. It will be confusing.

  • Jack Lyons commented  ·   ·  Report

    To be able to customize quote more and remove signature box as it puts off clients.