Digitize Sales Order Approvals and Accelerate Invoicing
Signatures on Sales Orders for Sage
Simplify Sales Order Processing with Digital Signatures
Signatures on Sales Orders is a purpose-built Sage solution that streamlines sales order confirmation, signature capture, and invoice distribution. By integrating secure digital signatures directly into Sage, this tool eliminates paper-based processes, reduces delays, and improves accuracy. Teams can quickly locate orders, capture customer signatures, and generate signed PDFs before automating invoice delivery through customizable email workflows.
Key Features
Order Confirmation Workflow
1
Quick Confirmation Workflow
Quickly locate open sales orders using flexible search criteria such as date range or customer number.
2
Instant Signature Capture
Select an order and capture a secure digital signature that is embedded directly into the Order Confirmation PDF.
3
Secure Signature Handling
Automatically delete signature images after embedding to protect sensitive data and support compliance requirements.
4
Signed PDF Preview
Instantly preview the signed order confirmation PDF by right-clicking the order record within Sage.
Invoice Distribution
1
Efficient Invoice Retrieval
Search invoices by date range or customer number for fast access.
2
Automated Email Delivery
Send the invoice PDF and signed order confirmation with a single click.
3
Custom Email Templates
Personalize email to match your brand and communication style.
4
Flexible Email Routing
Send documents to customer profile email or a default internal address.
Immediate Results your Team will Notice
Signatures on Sales Orders modernizes your sales order and invoicing processes by combining secure digital signatures with automated document delivery inside Sage.
Faster Order Approvals
Eliminate manual signing and paperwork to confirm orders in real time.
Enhanced Accountability
Capture secure, embedded signatures that provide a clear audit trail.
Reduced Manual Effort
Automate document generation and distribution to save time and resources.
Customer Experience
Deliver signed order confirmations and invoices instantly via email.
Security and Compliance
Protect sensitive data with secure signature handling and signed PDF records.
Accelerated Cash Flow
Speed up invoicing and reduce billing delays with automated workflows.
Looking for Something More Customized?
We Build Tools Around Your Business
Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.