Solution:  Sage    |  MODULE:  ALL   |  INDUSTRY:  ALL
Explore Other Categories >

Simplify sales order processing with integrated digital signatures and automated invoicing—right from within Sage.


Easily search orders, capture secure signatures, and instantly generate signed PDFs. Streamline invoice distribution with customizable emails and one-click delivery, all from a fully integrated, user-friendly interface.

“With integrated signature capture and automated invoicing, sales process is faster, more secure, and fully traceable—right from within Sage. It’s a game changer for order accuracy and customer confidence.”

resized 1300 WP shutterstock_100785295 technology
Software Requirements
  • Sage

Features & Benefits

Order Confirmation Workflow

  • Quick Search: Locate open orders by date range or customer number.
  • Instant Signature Capture: Select an order, launch the signature screen, and collect a digital signature embedded directly into the Order Confirmation PDF.
  • Secure Signature Handling: Signature images are automatically deleted after embedding for added security.
  • Preview with Signature: Right-click any order to preview the signed confirmation PDF instantly.

Invoice Distribution

  • Efficient Invoice Retrieval: Find invoices by date range or customer number.
  • Automated Email Delivery: Generate and send PDF versions of both the invoice and signed order confirmation in a single click.
  • Email Templates: Customize email body text using your preferred text editor.
  • Flexible Email Routing: Choose to send to customer profile emails or override with a default internal address.

Request More Information

If you are interested in Signatures on Sales Orders and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

 

More Information
Pricing & Implementation Request

Meet our Development Specialist

Bharti_Meisuria

Bharti Meisuria

Development Team & Management Consulting Practice Leader - Bharti brings a diversified experience in HR applications, CRM, and ERP with a strong focus on custom software design and development. In addition to her broad technical background, Bharti also has experience working internationally and has the ability to provide clients with immense planning, and project management support.