Electronic Signatures

mhermsenmhermsen Member Posts: 11

Hello -
Has there been an discussion about adding electronic documentation and esignatures to wave (like Docusign, DocHub, RightSignature, etc.)? Currently I'm using another service to do my electronic signatures for rental agreements and leases. It would be nice if it could be included in invoices when they are sent to a new customer. Look forward to hearing if this is on the roadmap at all.

Comments

  • CharlotteCharlotte Member Posts: 695 admin

    @mhermsen could you share a little bit more about your business and process?

    @Rahim just in case you're interested in this conversation :)

  • mhermsenmhermsen Member Posts: 11

    Currently we send a rental agreement from DocHub and then an invoice from Wave. They have to open each of the emails to complete the process. For dochub we have a template that we send them that they read over, fill out their information and sign. Then they process payment through Wave. It would be nice if these could be combined to simplify things. I have a few different businesses I do this through. One is an event equipment rental business. They need to sign a rental agreement and then process payment at the same time. The other is a Self-Storage facility that they need to read, fill out, and sign a lease and then process the first payment. Let me know if you would like additional information. Thanks!

  • gtewksgtewks Member Posts: 9

    I second this need. I run photography gigs and workshops. For every customer I must either have a contract signed (gigs) or a liability release signed (workshops). It would be amazing if this was integrated into the invoice such that they receive the invoice > but prior to being allowed to make payment, they would have to sign the contract or waiver (or any document type for that matter). Once signed it would go straight to the payment page.

    If Wave does not want to dive into building that sort of thing it could be integrated with an established online contract service like docusign.com or concordnow.com

    edited November 2, 2018
  • ErikErik Administrator Posts: 194 admin

    @mhermsen @gtewks Thank you for providing us with this additional information! I'll be sure to get this insight in to our team so that they can discuss what could be possible in a future update to Wave.

  • JordanQJordanQ Member Posts: 2

    Yes, signatures would be amazing. Services like HelloBonsai are so very tempting because you can have clients sign off contracts, etc right within the system. Signing estimates, for instance, would be exceptionally helpful.

    edited November 12, 2018
  • FinancialBookkeepingFinancialBookkeeping Member Posts: 7

    another vote for this feature, as long as it's a legally defendable e-signature. A client does design work, They send an "invoice" (renamed: "Design Services Workorder") - then after the invoice is paid (despite referencing the link to the e-signature page on the invoice, it's never read by the customer!)) - a link is then sent to the client to go any sign the contract. One system that supports both would be awesome!

  • nathnath Member Posts: 3

    Hi, am new to wave and operate in an environment where invoices must be signed. is there any way i can upload my signature to wave and have it appear on every invoice just as it is done with the logo. i have been using simple invoice manager before now and it has this feature. so far i like wave but this is going to be a deal breaker if i can't sign my invoices and estimates. thanks

  • CharlotteCharlotte Member Posts: 695 admin

    Hi @nath thanks for reaching out! This isn't currently possible. You'd need to utilize a workaround, such as downloading your invoice as a PDF and adding a signature via your PDF viewer. Do you mind if I ask what field you work in, or what type of clients you work with, where this is always a need?

  • nathnath Member Posts: 3
    I do Sales and services of equipment. Nobody over here will bother to act on a document that is not signed.
  • Startup_StudioStartup_Studio Member Posts: 1

    Is there a way to add eSignature or some online sign-off/approval to estimates? This would make it a very valuable tool to get acceptance of an estimate/proposal. Currently we've manually added text lines into the notes but requires the client to print then sign and return or we have to download the PDF and use third party software to add eSignature to the document. Would much prefer to keep it all within Wave.

  • bethsowellbethsowell Member Posts: 6

    We could really use this feature as well. Currently, we're using agree.com for contracts and agreements, but use Wave for payments and accounting. I need to make it as easy for the client as possible.

  • AndrewFromWaveAndrewFromWave Administrator Posts: 10 admin

    Hi @Startup_Studio @bethsowell thanks for sharing your thoughts. It sounds like you’re both looking for ways to simplify your workflows and do as much through Wave as possible—which is fantastic!
     
    While we don’t currently have plans to add e-signature functionality to Estimates, this is a really interesting idea which we may want to revisit in the future.
     
    Thanks again for taking the time to contribute to the discussion here; feedback like this really does help us improve Wave every day for our users :)

  • nhirajetanhirajeta Member Posts: 2

    I want to also vote for this through Wave. Currently switching all my clients/invoicing from another platform that had contracts, but they've switched to a paid plan only. Would love the option to send estimates/proposals and everything through Wave to make it easier for the client.

  • RahimRahim Member Posts: 97 ✭✭

    Thanks @nhirajeta, @bethsowell and @Startup_Studio

    As we modernize our estimates product in 2019, approvals with signatures is one of the top requests we've received and will be considered as we make improvements. For the signatures, are they physical signatures you need to store or are "electronic signatures" where they type their name in a box and it sends through as a confirmation ok as well?

    If you could expand on the requirements for the signatures you need that would help our team!

  • nhirajetanhirajeta Member Posts: 2

    Hey @Rahim

    I'm thinking an electronic signature will work for me. It'll be as an, "I agree to the scope, terms, conditions, etc outlined in this project"

  • Startup_StudioStartup_Studio Member Posts: 1

    Hi @Rahim

    Electronic signature is fine. EasySign or DocuSign are good examples. Essentially we want to streamline the process so that we dont have to move the estimate to another program and then add an area for signature. These days we mostly operate in a paperless office so having to print, then sign, then scan, then email back an approval is overly time consuming and unnecessary. It would be great to have the ability to add an eSignature to the estimate and send via Wave, then the client just needs to type or use thier curser to draw their signature to approve. Ideally this would go a step further and allow an addtional and customaisable 'terms and conditions' page so we can add our own terms that the eSignature is agreeing to. A perfect example of this is www.and.co

    Thanks for considering this. Unfortunately without it we are havign to use multiple systems and processes so we've moved away from using Wave exclusively for now, but a feature like this would bring us back for sure. Integrations with ActiveCollab and Salesmate would be legendary.

    Thanks

  • bethsowellbethsowell Member Posts: 6
    I would be just as happy with an electronic signature.
  • AmandaKAmandaK Administrator Posts: 70 admin

    @nhirajeta @Startup_Studio @bethsowell Really appreciate all of you chiming in to let us know how important this is for you, and @Startup_Studio for the great examples! We'll absolutely take these all into consideration as we continue to make improvements to our estimates product this year.

  • ddltdddltd Member Posts: 0

    Hi Wave Team,

    Wave web app and mobile app are useful but the Invoice and Estimates cannot add signature is quite big problem, our client will ignore any doc without signature.

    I suggest please add extra image upload and let user set the position, will wave add this in the future?

  • ZoeCZoeC Administrator Posts: 389 admin

    Hey @ddltd , thanks for reaching out and thanks for the suggestion! I completely see how this would be a great addition, and super useful for a lot of business owners, I'm sure. This is something that is on our roadmap, but I do not have an ETA. I will pass your feedback along however. :smile:

  • AriMediaCoAriMediaCo Member Posts: 1
    Hey wave!
    Yes can we please have an acceptance of proposal signature line. Verbal approvals from our clients are not binding to begin and deliver a project given on there “word”!

    I also have a construction business I would like to move over completely to wave but the acceptance signature of our estimate/approval is crucial to begin any kind of work or project. Without a signature we have nothing that binds us or brings us to an agreement. Verbal confirmation is not good enough. Especially when clients say “I don’t see anywhere to sign, but consider this response my agreement” that’s not good enough!

    Thanks guys I love the platform so far other than the crucial acceptance of proposal flaw. The idea is to have all proposals and invoices on one platform instead of making a round trips to other programs and files to get something properly approved and accepted.
  • MartinCAMartinCA Member Posts: 6

    100000% this is needed, I have to add a clause on estimates stating that payments for the estimate is their acceptance of the terms but a signature really is much much better.

  • JordanDJordanD Administrator, Moderator Posts: 317 admin

    @AriMediaCo @MartinCA Thanks for leaving us with your sentiments! We hope to make some additions to the Estimates features in Wave in the future, which could include e-signatures, although at the moment, I can't necessarily confirm that. Curious how you currently collect signatures on the invoices/estimates that you send?

    One thing that may help is including a share link to the Wave invoice on the electronic contracts that you send to your customers/clients. This way, the customer would still have access to the invoice and you can still collect the signature as you typically would. Obviously, this is dependent on your current workflow, but adding the link may be a way to make up for the lack of e-signatures in the meantime.

  • webforuwebforu Member Posts: 1

    +1. Would be great to have the opportunity for the client to agree that (s)he read the T's and C's and what date. A simple tick box and a field where they can type their initials or name would help a lot.

  • emilyjhoffmanemilyjhoffman Member Posts: 1

    1,000,000% agree. Wave, PLEASE add the e-signature feature to estimates. This would significantly improve your already amazing software. Thank you!

  • KunalKunal Member Posts: 1

    Would be great if we can attach a PDF with the details of the proposal.

  • CWI805CWI805 Member Posts: 1
    Can a signature line be added to the estimate/proposal template?

    We are a welding contractor and would like this option to serve as justification that customer has agreed to the proposed amount and statement of work.
  • MikegMikeg Member Posts: 480 ✭✭✭

    @CWI805,
    As far as I know Wave does not support this functionality. I would assume that legal protocols would need to be followed in order to make it a binding contract. You may want to look into Adobe Sign or some other e signature service. I use Adobe Sign for engagement letters and tax forms. An annual subscription is very reasonable. You would save the PDF and use the service to email the pdf. Your customer would be able to sign from any device and the signed form gets emailed back to you and your customer.

  • CWI805CWI805 Member Posts: 1
    Thank you, I will look into it.
  • Johnny_be_goodJohnny_be_good Member Posts: 1
    YES!! YES!! PLEASE SIGN ME UP!!!!
    why can’t docusign be added?
    edited October 30, 2019
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