Once you have created an Estimate and generated your PDF, follow these steps:
1. Click "Send for signature" at the bottom-right side of the screen:
2. Shipper will receive an email instantly. They can click the green "Review and Sign Estimate" button to review and sign the Estimate:
3. Shipper will now be directed to our e-sign portal, where they can click the purple 'Get Started' button to proceed.
4. They can either jump directly to the signature line or view their Estimate:
5. All pages of the PDF are visible. The can also click "View Inventory" in the upper right hand corner to view their Visual Inventory:
6. When they are ready to sign the Estimate, they can click the "Sign" arrow:
7. Submit their signature:
8. You will receive an email notification once the Estimate has been signed, and your customer will receive a signed copy via email:
Congratulations! Your estimate has been reviewed and signed!