How does e-signature work?
When a client accepts a quote, in the client portal or on the quote link, they type their full name and tick the agreement line. The date, time and device details are kept with the quote, a signed PDF is created, and you and the client get a copy. You can switch signing off or change the wording under Settings, Quotes and signing.
This is a simple electronic signature. Ask your own adviser if a large contract needs more.
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