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Sending contract directly from quote screen

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macgroup View Drop Down
Valued Customer
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Joined: June 11 2019
Location: Toronto
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    Posted: June 11 2019 at 10:05pm
Hi there,

Does DJ Event Planner have the same functionality as *** in having the option to send a custom contract directly from the quote screen if the client wants to book online?  I am not a fan of ***'s limitations (i.e. being able to use a fully customized form) but that is a key function for us. I am looking for quote generator > booking (contract) with online signature capability > payment screen.  I can't seem to find the answer to this!  All I see is "Request more information" which I assume goes to the contact form where they have to enter their info. Thanks in advance.
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Joined: March 26 2018
Location: Minnesota
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DJEP Milissa Quote  Post ReplyReply Direct Link To This Post Posted: June 12 2019 at 9:08am
You can send a contract that has e-signature capabilities, however it is not done through any quote system or through any of our website tools such as the Request Information Form.  Here is a video tutorial on Esignature Contracts that may be helpful:

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