I can usually move it over manually, but then it doesn’t show as a sold job in my metrics and my closing rate is completely off
An Anonymous User
•
Feb 9, 2025
Agreed. I honestly thought this was something I could already do.
Sean Davis
•
Jan 24, 2025
We have a lot of older clients who get confused at the digital contract and will instead just print it out, sign it, and mail it to us. The ability to go in and accept for them would be very helpful to move the job to the next stage.
David Nanninga
•
Feb 28, 2024
Yes, I just "signed" a proposal on a customer's behalf by writing "email" and they were confused and potentially upset.
With that said, you could just create a separate invoice...but it's time-consuming to have to basically copy all the line items over from the estimate.
dpoleyestewa
•
Feb 6, 2024
Agreed! We have some customers that just don't get the 'click on a button' acceptance and they just verbally tell us. It's not too frequent but the ability for us to hit 'accept' for them is needed.
Comments7
DripJobs Support
Feb 18, 2025
This is done :)
Sarah Herzberg
Feb 18, 2025
Thank you!!
Hannah Bradford
Feb 10, 2025
I can usually move it over manually, but then it doesn’t show as a sold job in my metrics and my closing rate is completely off
An Anonymous User
Feb 9, 2025
Agreed. I honestly thought this was something I could already do.
Sean Davis
Jan 24, 2025
We have a lot of older clients who get confused at the digital contract and will instead just print it out, sign it, and mail it to us. The ability to go in and accept for them would be very helpful to move the job to the next stage.
David Nanninga
Feb 28, 2024
Yes, I just "signed" a proposal on a customer's behalf by writing "email" and they were confused and potentially upset.
With that said, you could just create a separate invoice...but it's time-consuming to have to basically copy all the line items over from the estimate.
dpoleyestewa
Feb 6, 2024
Agreed! We have some customers that just don't get the 'click on a button' acceptance and they just verbally tell us. It's not too frequent but the ability for us to hit 'accept' for them is needed.