Signatures
What are signatures in brix?
Section titled “What are signatures in brix?”When a customer approves a quote option in brix, they can provide a digital signature as part of the approval process. The signature is recorded alongside their approval and stored with the quote.
Signatures in brix are applied as part of the quote approval workflow. You do not need to configure signatures in advance — the signature step appears automatically when a customer approves a quote option.
Where signatures appear
Section titled “Where signatures appear”Signatures are captured on the customer-facing quote approval page. When you send a quote to a customer, they receive a link to a page where they can review and approve the quote. If the quote option requires a signature, the customer draws or types their signature before confirming.
Signatures are stored with the approved quote option and can be viewed from the quote request detail page.
How the approval and signature process works
Section titled “How the approval and signature process works”-
Create a quote and send it to the customer. See Creating Quotes.
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The customer opens the quote link and reviews the options.
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The customer selects the option they want and proceeds to approve it.
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If a signature is required, the customer provides their signature on the approval screen.
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Once signed and approved, the quote option status changes to Approved and the signature is saved.
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You can view the approved signature from the quote request detail in brix.
Things to check
Section titled “Things to check”A customer says they could not find where to sign
The signature step appears during the quote approval flow on the customer-facing page. Make sure the customer is using the correct quote link sent from brix. If the link has expired, resend the quote.
I cannot find the signature record for an approved quote
Open the quote request in brix and view the approved quote option. Signature details are stored alongside the approval record.