> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Requesting a Customer Signature

> Collect a customer's electronic signature on an estimate or invoice by email or in person, with an option to attach a contract.

If you want to collect a customer's electronic signature on an estimate or invoice via email, you can do so directly in FieldPulse. If you'd like to collect a signature and **attach a contract**, visit the [Contracts article](/getting-started/account-setup-access/contracts) to learn more.

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# Default Signature Request

If you plan to collect a signature on every estimate/invoice, you can set your default settings to request a signature. As with other default settings, you can always make changes for individual estimates/invoices.

To turn on default signature requests, navigate to *Company Settings* in the left-side menu, and then click *Estimates & Invoices* in the header. Then select the *Preview Settings* tab.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/01.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=ce21fabde1e0b9d17f5d602be353bf24" alt="Estimates and Invoices settings for enabling default signature requests" width="1200" height="789" data-path="static/images/_api/2070348-requesting-a-customer-signature/01.png" />

Scroll down and toggle on *Default Display Signature Button*. Back at the top of the screen, press *Save*.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/02.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=e692e2670d060bccff4bfc1463da51b3" alt="Default Display Signature Button toggle turned on in settings" width="1066" height="184" data-path="static/images/_api/2070348-requesting-a-customer-signature/02.png" />

Every estimate/invoice you create from now on will include a signature field as a default.

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# Collecting a Signature Without a Contract

Begin by previewing your estimate/invoice and selecting *Email to Customer*.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/03.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=52a2df9080a5338960713359d9fd90a3" alt="Click on Email To Customer" width="1200" height="885" data-path="static/images/_api/2070348-requesting-a-customer-signature/03.png" />

You will then scroll down and toggle on *Include Signature Request*.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/04.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=ae52723471ac021484aad54f70735cbd" alt="Click on Include Signature Request" width="1200" height="1656" data-path="static/images/_api/2070348-requesting-a-customer-signature/04.png" />

If you do not have a contract attached to your invoice, you will receive a pop-up to select a contract. You can use the search bar to search and attach a contract, or select *Go Without Contract*. Be sure to press *Save*. You can now send the invoice to your customer.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/05.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=c0666d3488807f824e2f4e1f980e1dc3" alt="Click on Go Without Contract" width="1200" height="885" data-path="static/images/_api/2070348-requesting-a-customer-signature/05.png" />

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# Signing Process

When the estimate/invoice is emailed to your customer, they can click to open it. They will then select *Sign and Accept*.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/06.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=42baf5e096d2dd10ee6289bf6cfeb950" alt="Click on Sign and Accept" width="1200" height="885" data-path="static/images/_api/2070348-requesting-a-customer-signature/06.png" />

Your customer can draw or type their signature, then click *Add Signature*.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/07.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=4fa7559c026ef3185660c7d3e71a0780" alt="Click on Add Signature" width="1200" height="885" data-path="static/images/_api/2070348-requesting-a-customer-signature/07.png" />

Once your customer has signed, you can view the signed estimate/invoice PDF under files on the Estimate/Invoice Record.

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/08.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=15f7eab546fdb8ac9e356a29bbfd15db" alt="Click on Files" width="1200" height="885" data-path="static/images/_api/2070348-requesting-a-customer-signature/08.png" />

Example signed invoice PDF:

<img src="https://mintcdn.com/fieldpulse/zxSZ-04YMpR2kJ5P/static/images/_api/2070348-requesting-a-customer-signature/09.png?fit=max&auto=format&n=zxSZ-04YMpR2kJ5P&q=85&s=3293dc9548d99c097e2cb05123538795" alt="Click on Invoice 1026…" width="1200" height="1269" data-path="static/images/_api/2070348-requesting-a-customer-signature/09.png" />

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# Video Tutorial

<Frame>
  <iframe src="https://www.loom.com/embed/bbc21728665343dabe93f8052eeff775?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

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**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
