How to capture a signature in Solatech Focus

How to capture a signature in Solatech Focus

Summary

Solatech Focus gives users the ability to capture a customer signature on a quote, order confirmation or invoice. This signature will be added to output generated after the signature has been captured.   In order to capture a signature, a touch enabled tablet or laptop is required. This article will provide instructions on how to capture a signature.

Instructions

  • From the quote, sale or order review page, expand the section Signature and click the Get a New Signature button


  • A review screen with a gray signature box will be shown
  • The customer will sign in the gray box
  • Once customer signature has been capture, press the Done button


  • On the quote, sale or order review screen, the expanded Signature section will display the captured signature, along with a date stamp


  • If a quote or sale is modified, the existing signature can be removed and a new signature can be captured by using either the Get a New Signature button or the Remove Signature button
  • Output generated will display the signature, along with a date and time stamp 


Applies To:

  • Solatech Focus

    • Related Articles

    • How to Setup and use a Leica Disto X3 laser with your Solatech Focus system

      Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device.  It also describes how to transmit those measurements into your Solatech Focus system.  Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...
    • How to capture customer signature or initials in multiple areas on output

      Summary Solatech Focus allows users to easily capture customer signatures in a signature box from within the cloud based system. There may be times that additional customer signatures, or initials are needed. This article describes how to use Adobe ...
    • How to use DocuSign with your Solatech Focus system

      Summary While Solatech Focus has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process. Note: These ...
    • How to Capture Customer Signature directly from Print Preview

      Summary This article provides information on capturing a customer signature using Adobe Reader to preview quotes or orders in Solatech. This can be used as an alternative to Journal Note Writer for Solatech users with tablet PCs. More Information To ...
    • Solatech Focus Home Page

      Summary The home page is your starting point for Solatech Focus.  This article will describe how to use the home page to navigate your site efficiently. Navigational Links The links found across the top of the Home Page will allow you to quickly add ...