Customer Signatures on Quotes

Order Entry
Integration Support
Workflow

Obtain legally binding digital customer signatures on your quotes, using Adobe Sign, before promoting the quotes to orders.

How it works

Extender Workflow is used to manage the following process:

  • The Quote to Order process commences when a quote is entered into Sage 300 O/E
  • Extender Workflow creates an agreement in Adobe Sign, including the quote PDF
  • The customer is notified by email that their signature is required, and approves the quote using Adobe Sign
  • Remote Action Service retrieves the signed agreement, and automatically converts the quote to an O/E order in Sage 300 

See it in action

You can see this process in action in the video below (commencing at 09:46 minutes).

Webinar Video

Special Requirements

Adobe Sign and Remote Action Service are both required for this customization to work.

App Type

Packaged

Packaged

Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)

Workflow

Workflow

Makes use of the Workflow capability that comes included with Orchid Extender.

Order Entry

Robert Lavery & Associates

Robert Lavery and Associates have decades of experience in supporting Sage 300 partners and users, as well as being the distributors of Orchid's Sage Add-ons in the Americas.

How to buy

Talk to your local Sage 300 partner Send message
Your Sage Solution Provider can source these apps, determine their suitability for your requirements, and provide you with pricing. Do you have a requirement you think could be met with an Extender App, but you can't see it listed here? Your Sage Solution Provider can help you document the requirement, then either build the app for you or identify a suitable developer.

Important
Information

  • These apps were built by the developers named under the app descriptions, and the associated intellectual property vests with them.
  • Orchid Systems does not support or provide any warranty for the apps (unless the developer is listed as Orchid Systems).
  • Everyone’s requirements and environments differ, so be sure to thoroughly test any apps you acquire before loading them in your live environment.
  • These apps are designed to work in conjunction with Orchid Extender (Developer Edition), which in turn requires Sage 300 to be installed.
  • The app developer (via your Sage Solution Provider) can provide you with the full list of requirements for specific apps.