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How to add your signature to quotes and invoices in JobSheet

· Updated

Before you start

  • Workspace admin access.
  • A clear signature image (PNG or JPEG works best).

Add your signature

  1. Open Workspace.
  2. Open Templates.
Document signature under Workspace Templates on a computer
On a computer
Document signature under Workspace Templates on a phone
On a phone
  1. Under Document signature, upload your signature image.
  2. A green tick appears on that row when it has saved.

Your signature appears on print views and server PDFs that support the owner signature block.

Tips

  • Use a transparent PNG on a white background for best results on PDFs.
  • Updating the signature does not re-sign old archived PDFs automatically.
  • Customer signatures on quotes are separate. See Get customer signature on a quote.

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