Feature Spotlight:
Billing Champ has secure e-signature functionality built-in to our quote creation and delivery process.
- Configuration: Allows you to indicate where you need a signature, initial, or date. Define using hidden tags or XY positioning.
- Creation: Create your customer quote PDF, then click the “send icon” on our quote generation page.
- Distribution: A single-click triggers e-signature to email a link to the designated recipient.
- E-Signing: Using your predefined e-signature workflow, customers can access and sign the quote.
- Archive: Once the quote is signed, it can be stored in the client account for easy retrieval.
