E-Sign forms

E - Sign forms - these are forms you can set up to send to your customers with an estimate, in order to get a signature.  Common forms are: Work authorizations, Customer pay, Parts, etc. 

To create or change an existing E-Sign form, you will need to click on the Send Estimate clipboard ICON.

To add, delete or edit an E-Sign form, you can simply click on the appropriate buttons as shown below. 

Once in the E-Sign form, you have several options to create or edit your form.

1.  Body Shop Location: Choose the location you want to update/create the form for.  (If creating for more than one shop you can choose ALL when in your HQ level access and this will create the form across all shops)

2. E-Sign Form name: Give your form a title.

3. Set as DEFAULT: You can set this form as a DEFAULT.  This will allow the form to be pre-populated for all estimates going forward.

4.  Add Images: You can add images such as a logo to your form.  Use the UPLOAD IMAGE to add the image to the library and then SELECT IMAGES to apply selected media to insert in your form.

5. Insert Auto Fields: You can insert any auto-fill information such as name, signature, initial, shop name, date, etc. into your form through the Insert Auto fields. 

6. E-Sign Form Content:  You can manually type in the body of the form or copy from an external source.  However, when copying and trying to paste it into BSB it must be done in plain text and not rich text.  You can also format your form using the style guide.

For additional help with this function, please reach out to customer support.