{"id":3111,"date":"2023-04-10T16:07:51","date_gmt":"2023-04-10T16:07:51","guid":{"rendered":"http:\/\/crmtiger.com\/blog\/?p=3111"},"modified":"2024-07-11T08:50:15","modified_gmt":"2024-07-11T08:50:15","slug":"automate-quotation-approval-in-vtiger-with-signature","status":"publish","type":"post","link":"https:\/\/crmtiger.com\/blog\/automate-quotation-approval-in-vtiger-with-signature\/","title":{"rendered":"Automate Quotation Approval in vTiger with Signature"},"content":{"rendered":"<p><strong>Looking to automate quotation approval in vTiger with signatures?<\/strong><\/p>\n<p>If yes, then we&#8217;ve got a solution for it. Recently, the CRMTiger team implemented automated quotation approval in vTiger with the signature of one of the customers.<br \/>\n<!--more--><br \/>\n<span style=\"font-weight: 400;\">CRMTiger team did the following implementation for customer to Automate Quotation Approval in vTiger system with Signature.<\/span><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> Open the Digital Signature Module from the Menu as shown in the below screenshot.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/webpayment-digital-signature-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1185\" height=\"544\" class=\"alignnone size-medium wp-image-3114\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/webpayment-digital-signature-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/webpayment-digital-signature-vtiger.png 1185w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/webpayment-digital-signature-vtiger-300x138.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/webpayment-digital-signature-vtiger-768x353.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/webpayment-digital-signature-vtiger-1024x470.png 1024w\" sizes=\"auto, (max-width: 1185px) 100vw, 1185px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> After Opening the Module, Enable the Module for which you want to enable signature. Also configure the Email Template and Signature Template.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/online-payment-signature-setting.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1287\" height=\"537\" class=\"alignnone size-medium wp-image-3115\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/online-payment-signature-setting.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/online-payment-signature-setting.png 1287w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/online-payment-signature-setting-300x125.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/online-payment-signature-setting-768x320.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/online-payment-signature-setting-1024x427.png 1024w\" sizes=\"auto, (max-width: 1287px) 100vw, 1287px\" \/><\/a><br \/>\n<a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/template-management-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"267\" class=\"alignnone size-medium wp-image-3116\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/template-management-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/template-management-vtiger.png 1285w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/template-management-vtiger-300x62.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/template-management-vtiger-768x160.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/template-management-vtiger-1024x213.png 1024w\" sizes=\"auto, (max-width: 1285px) 100vw, 1285px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> After configuring all the things, Go To Quotes Module and open any of the Record.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1187\" height=\"520\" class=\"alignnone size-medium wp-image-3117\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-vtiger.png 1187w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-vtiger-300x131.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-vtiger-768x336.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-vtiger-1024x449.png 1024w\" sizes=\"auto, (max-width: 1187px) 100vw, 1187px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> Once you open any record, you will be able to see the <\/span><b>\u201cSend To Customer\u201d<\/b><span style=\"font-weight: 400;\"> Link in More Drop List.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/send-to-customer.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1287\" height=\"464\" class=\"alignnone size-medium wp-image-3118\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/send-to-customer.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/send-to-customer.png 1287w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/send-to-customer-300x108.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/send-to-customer-768x277.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/send-to-customer-1024x369.png 1024w\" sizes=\"auto, (max-width: 1287px) 100vw, 1287px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> Once click on the \u201cSend To Customer\u201d, it\u2019ll open the popup from which you can Send Email, Copy Link and Send To Customer for sign the Quotation and also preview the Quotes.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/payment-link-copy-successfully-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1287\" height=\"612\" class=\"alignnone size-medium wp-image-3119\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/payment-link-copy-successfully-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/payment-link-copy-successfully-vtiger.png 1287w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/payment-link-copy-successfully-vtiger-300x143.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/payment-link-copy-successfully-vtiger-768x365.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/payment-link-copy-successfully-vtiger-1024x487.png 1024w\" sizes=\"auto, (max-width: 1287px) 100vw, 1287px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> Once Link opens, It\u2019ll look like below and customers can sign the Quotation. Once Quotes sign, it\u2019ll update the Status as \u201cSigned\u201d in Quotation and save signature in Quotation Record of CRM as per below screenshots.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-signature-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"516\" class=\"alignnone size-medium wp-image-3120\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-signature-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-signature-vtiger.png 1285w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-signature-vtiger-300x120.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-signature-vtiger-768x308.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/quotes-signature-vtiger-1024x411.png 1024w\" sizes=\"auto, (max-width: 1285px) 100vw, 1285px\" \/><\/a><br \/>\n<a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/all-quotes-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1278\" height=\"351\" class=\"alignnone size-medium wp-image-3121\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/all-quotes-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/all-quotes-vtiger.png 1278w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/all-quotes-vtiger-300x82.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/all-quotes-vtiger-768x211.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/all-quotes-vtiger-1024x281.png 1024w\" sizes=\"auto, (max-width: 1278px) 100vw, 1278px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li style=\"font-weight: 400;\"><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/> <span style=\"font-weight: 400;\"> Also getting the email with Quotes Information like below.<\/span><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/email-quote-vtiger.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"425\" class=\"alignnone size-medium wp-image-3122\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/email-quote-vtiger.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/email-quote-vtiger.png 1002w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/email-quote-vtiger-300x127.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2023\/04\/email-quote-vtiger-768x326.png 768w\" sizes=\"auto, (max-width: 1002px) 100vw, 1002px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Hope you found this blog useful.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We would be happy to assist you.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Please contact us on <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a> if you needed further help from us.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let us know if you need more information on this<\/span><\/p>\n<p><a href=\"https:\/\/crmtiger.com\/contact-us.html?utm_source=blog-nm&amp;utm_medium=crmtiger-nm&amp;utm_campaign=del-module-vtiger-nm\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"160\" class=\"alignnone size-medium wp-image-2316\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg 650w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger-300x74.jpg 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<div class=\"more-info\">\n<p><strong style=\"color: #00acef;\">Do You Need More Information ?<\/strong><\/p>\n<p style=\"color: #000000; font-size: 11pt;\">For any further information \/ query regarding Technology, please email us at <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a><br \/>\nOR call us on <span style=\"color: #00acef; font-size: 12pt;\">+1 630 534 0223<\/span>, Alternately you can request for information by filling up <a href=\"http:\/\/crmtiger.com\/contact-us.html\" target=\"_blank\" rel=\"noopener noreferrer\">Contact Us<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Looking to automate quotation approval in vTiger with signatures? If yes, then we&#8217;ve got a solution for it. Recently, the CRMTiger team implemented automated quotation approval in vTiger with the signature of one of the customers.<\/p>\n","protected":false},"author":1,"featured_media":3112,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-3111","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-vtiger-plugins"],"_links":{"self":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/3111","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=3111"}],"version-history":[{"count":7,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/3111\/revisions"}],"predecessor-version":[{"id":3746,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/3111\/revisions\/3746"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media\/3112"}],"wp:attachment":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=3111"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=3111"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=3111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}