We’re excited to introduce a major upgrade to how you manage your public pages for orders (also known as tickets or jobs) and estimates! With our new centralized settings, configuring your public pages has never been simpler or more intuitive. Plus, you can now require clients to provide an electronic signature when they accept or decline an estimate or order via the public page.

All the settings for your public pages are now conveniently located in one place under Settings > Public Pages. This makes it easy to tailor the client experience when they view and interact with your estimates and orders. Here’s a breakdown of what you can set up:

Appearance

You now have full control over what company information appears on your public pages. Adjust settings for elements such as your logo size, company name, address, email, additional details, client recommendations, and even a language switcher. Choose what to display based on your needs.

Manage Document Accepting and Decline Features

While the ability to let clients accept or decline documents online isn’t new, it’s now more accessible in one centralized location for easier configuration.

For both estimates and orders, you can specify whether clients have the option to accept or decline the document through its public page. Simply select the relevant statuses where the accept and decline buttons will be shown, and designate which status the document should move to based on the client's decision.

Require Client Signatures for Acceptance Confirmation

One of the most significant enhancements is the ability to require client signatures. To ensure authenticity and proper documentation, you can now ask clients to sign electronically when accepting orders and estimates. Clients will draw their signature on-screen, adding a layer of security and confirmation to the process.

Enable Online Payments

The settings for online payments through the public order form are fully aligned with those that were on the Settings > General page:

Please remember that to use online payments, you must first connect the integration with Stripe. Also, keep in mind that you can specify a default merchant for each location.

When you enable the acceptance feature along with the client signature requirement, clients will be prompted to draw their signature each time they click the Accept button. They can use a computer mouse or their finger, making it convenient to sign from any device, whether it’s a PC, smartphone, or tablet.

Once a client signs to accept, their signature will be displayed on the public page of the estimate or order, along with the date of signing.

Additionally, the client’s signature will also be recorded in the document’s event feed and in the Activity Log report under the “Accepted by client” event, providing a complete and verifiable record.

To customize your public pages for orders and estimates, go to Settings > Public Pages. If you need guidance, detailed instructions are available in our Help Center.

Our new Settings Hub gives you complete control over how clients interact with your orders, tickets, jobs, and estimates. Whether your goal is to streamline approvals, speed up payments, or enhance communication with your clients, this upgrade has you covered.

If you have any questions, suggestions, or need additional help, don’t hesitate to reach out to our Support Team.