About eSignature Module For Documents and Quotations WHMCS

Our advanced eSignature module allows you to create professional looking documents for your clients. While on their own they are very good and you can use the module like that, as a special feature it has implemented integration with eSignatures system that adds another level of professional touch to them as well as legal protection. Currently the module supports Legalesign as the esignature system so you will require an account there to use its full potential.

Installation

Below we will explain how to properly install and configure our Customer Questionnaire Module for WHMCS starting from the basics.

Download The module - To get the package, log in to your Client Area and Press "Download". You can also find your licence there. You will need it later during module activation. Upload the file to your main WHMCS directory and then extract it. Once Extracted you will need to activate the module in your WHMCS system. To do that simply log in as an administrator, then go to 'Setup' -> 'Addon Modules'. Once there you should see a list of available modules. If everything was installed correctly then you should see among them our 'Staff Notification' module. Now you need to activate and configure the module. First click 'Activate' Which will unlock 'Configure' button. In there you will need to input your licence that we have mentioned in first step, email address and select administrator groups that will be able to use the module.

And that is all. You have just successfully installed and configured your eSignature Module.

Configuration and management

Now since we have it activated and it is working nicely, it would be a good idea to know what other tools do you have at your disposal. To do that we will need to go to the management section in 'Addon' -> 'eSignature Module For WHMCS'.

1. Quotes

This section will allow you to create and manage professional quotes for your customers, both existing and potential ones. Each new quote template has few options available:

Edit - Allows you to modify existing template Duplicate - This option creates instant copy of existing quote in case you need second very similar version and you do not want to create it from the ground Delete - Removes template Send - This option sends the template via email. You can send this to both your existing customers and to potential ones by inputing their email Send via Legalesign - This option uses Legalesign to deliver the quotation. Client will receive direct link to the document on legalesign that he will be able to sign even if he does not have an account there. It is more advanced than previous option, but can be applied to only existing customers. On the other hand once the quotation is signed on legalesign the invoice will be automatically created in client account 1.1. Quote Creation/Edit

When creating or editing quote you have following options to edit:

General Information - Those are General information about the quotation like when was it created, delivery status and of course the Subject Text Editor - This custom text editor will allow you to create your own message that will be displayed on the quotation. If you are familiar with any modern text editor you should find it very easy to use. And thanks to use of the Client Tags you can create personalized message that will apply to any Client you send it to. You can add them by writing the tag or simply clicking on it. The message will then use assigned client details Client Information - In here you choose a client that will be assigned to this mesage. You can select existing WHMCS client or brand new one. In second case you will need to imput his details. Those information are important not only for the billing, but also as they will be used by tags in the massage Line Items - In here you can add actual products and items that will be charged. Those can be existing products or just in any other WHMCS invoice you can write your own text and add price. Additional - In this section you can add some final notes for both client and administrators. Keep in mind that administrator notes will not be visible to the Client.

2. Documents

This section allows you to create professional documents like terms of service, agreements etc. You can then send them either via mail or Legalesign if you need them officially signed. Each new document template has few options available:

Edit - Allows you to modify existing template Duplicate - This option creates instant copy of existing document in case you need second very similar version and you do not want to create it from the ground Delete - Removes template Send - This option sends the template via email. You can send this to both your existing customers and to potential ones by inputing their email Send via Legalesign - This option uses Legalesign to deliver the documents. Client will receive direct link to the document on legalesign that he will be able to sign even if he does not have an account there. It is more advanced than previous option, but can be applied to only existing customers.

2.1. Document Creation/Edit

The form is very similar to the one used in quotes. The only difference is that there are no items listed here and no client is assigned (thus no tag support) as this section is used mostly for general purpose documents not personalized ones. If you need a document that does onclude items, prices and tags that will reffer to particular clients, you can easily use Quotes to create such paper as it does have all functions needed.

3. Mass Send

This section can be used if you need to send number of documents to multiple people. For example if you are discussing a certain contract you might want to send both that contract, quotation, agreement terms and some other documents along, and deliver it to multiple contacts for both sides. In this case the recipient does not require an account in the system but also it does not require the esignature. It is best used when determining the deal early when you are need to provide many documents or when informing parties about some changes. Then you can use previously mentioned options to send final quotation through esignature system.

4. Status

This section shows you the status of all the documents and quotes sent through legalesign. To enable this automation you will need to add cron job that is described on top of this tab. It is especially important for quotes as once quote is accepted on legalesign it will create the invoice for Client. Without this set it will not happen. You can also manually change the status if needed, for example if Client had already seen and accepts the documents, or on the oposite, if he accepted them by mistake and does not agree to them. Such change while possible is not recomended.

We Have Trail Version for Testing