Adding signature lines to your documents offers a variety of benefits, including time optimization, faster turnaround, and a smoother signing experience for your customers.
Getting your customers to sign their names can be one of the trickiest parts of any deal, so it’s important to make it a seamless process.
But the real question is how to add signature line in QuickBooks?
This blog article covers everything you need to know on how to add signature line in QuickBooks Online (QBO) and Desktop by integrating with Method:CRM!
Reasons to add signature to QuickBooks
Electronic signatures refer to any electronic process that validates the acceptance of an agreement. Some say “Esignature” – others, “e-signature” – but all agree that electronic signatures make business more efficient.
Digital signature lines allow you and your clients to record signatures electronically instead of having to print documents out and sign them manually.
For example, they save your accountants the hassle of having to print checks when making payments to vendors. And they make doing taxes easier as well.
Not to mention, they also make payroll accounting a breeze, as you avoid the arduous printer setup process whenever you send a paycheck.
With Esignatures, you can quickly sign estimates and other online documents. Plus, Esignatures allow customers to do the same when paying bills or authorizing work.
Documents that use Esignature lines include sales receipts, estimates, credit memos, invoice templates, paychecks, service reports, and more.
Here are some of the benefits of adding signature to QuickBooks Online and Desktop:
- Enhance security. Digital documents are more secure than physical ones because they’re easier to validate and difficult to lose.
- Faster turn-around. Signing agreements electronically closes the time gap to get authorized signatures, and ensures a faster closing of deals. This way, you can count on on-time payments for your products or services.
- Improved organization. Keep signed documents online to minimize the stress of organizing multiple hard copies.
- Increase employee productivity. Add signature to QuickBooks to let team members sign documents and contracts more efficiently.
- Seamless customer experience. Offer an easy and secure signage process to build trust within your community and keep customers coming back.
- Smaller carbon footprint. Every Esignature you collect is another piece of paper that your business has saved.
The items on this list make clear that Esignature lines are great for every business owner. Now, let’s take a look at how to set them up.
Can I add a signature to QuickBooks?
The million-dollar question is: How do you add signature line in QuickBooks?
You may have noticed that there aren’t any articles out there with that information. This is because, while it typically offers the features that any accounting software should, adding an Esignature to contracts, estimates, and invoices is currently impossible in QuickBooks without using a third-party app integration.
Not having this option creates a pain point in your customer experience for the following reasons:
- You can’t approve things online or sign contracts securely, so customers will be more reluctant to sign documents with your business.
- Signing documents manually takes more time, so deals don’t close as quickly as they should.
- You’re unable to track the status of documents.
- It’s more likely that fraud or signature copying will occur without knowing how to add signature line in QuickBooks.
- Your tedious manual signage process hurts your customer experience.
Let’s face it. It’s the age of digitalization.
Your business looks unprofessional if you still have a long manual signage process that involves printing documents, faxing, scanning and sending it by courier.
Some companies try workarounds such as requesting that their customers provide an image file (i.e. a JPEG, PNG, BMP, etc.) of their signature. You can add external images to documents like invoices in QuickBooks using the “Attachments” field, underneath the “Message on statement” dialog box.
But this method comes with its fair share of issues…
The main problem here is with the size of these images. This issue is twofold, concerning both file size and the space these images take up on a page.
Note that adding an image to a document often harshly increases your file size. This means that including an external signature file will slow down most of the steps that make up your sales process.
Also, depending on these images’ height, width, and aspect ratio, you can face a lot of issues when formatting signatures.
With every print signature image that you scan and upload from the File menu, you’ll have to go through the same process over and over again.
This includes resizing and manually placing the image in the proper location within your document. And even when you’re happy with it on your desktop, it’s hard to ensure that it’s properly formatted for mobile devices as well.
Another workaround your company might consider is to use imported custom form styles in QuickBooks. This is achievable through the Settings drop-down menu (the gear icon). Here, you can toggle the Import Style feature.
But this requires unnecessarily customizing countless form styles. These are in turn difficult to keep organized, particularly if you’re self-employed or part of a small business.
So, why isn’t there a feature on how to add a signature line in QuickBooks?
We had the same question, so we came up with a solution.
Here’s how Method can help you with how to add signature in QuickBooks!
The better alternative: How to add signature line in QuickBooks with Method
Avoid monotonous processes like menu navigation and dealing with one printer setup window after another with Method’s robust Esignature capabilities.
Investing in Method:CRM for a signature line increases your productivity and allows you to enjoy continued success for years to come.
Importing Esignature lines into QuickBooks Online and Desktop is effortless thanks to Method:CRM’s trusty customer success managers (CSMs).
You can seamlessly create your Esignature lines in QuickBooks Online and Desktop using Method’s two-way sync and email signature management solution. This works for Xero users too.
No more having to convert files into PDF file format and sending them via email. You can even limit the number of electronic signature actions the DocuSign Esignature Connector subjects upon you. Method gives its users unlimited Esignature rights.
With easy formatting procedures, Method’s signature approval automation offers:
- Unlimited signature for checks.
- Unlimited signature line requests.
- Unlimited customer signatures.
- Signature preferences.
Method’s dedicated customer success managers (CSM) can also help you build integrations to access more detailed client profiles in QuickBooks Online and Desktop. This includes:
- Item purchase history.
- Time of last purchase.
- Lifetime value.
The customer success managers offer all the support you need, including tips on how Method can help your business too.
Enriching the quality of your data helps you create positive customer experiences, so you can leave a lasting impression.
Getting started: How to add signature line in QuickBooks
Method’s electronic signature capture is a cost-effective way to automate your approval process.
Create a Method account for free if you don’t already have one, and add a signature to your QuickBooks account at no additional charge!
Just reach out to your Customer Success Manager to get the Esignature capability added to your account.
Once you’ve enabled the feature, you can seamlessly sign your name on documents at the click of a button and without delay.
Electronic signatures help close the window of time that signage requires, and allow more manageable card payments for clients.
How to add signature line in QuickBooks Online and Desktop using Method
To add signature to QuickBooks using Method, you must connect with your customer success manager (CSM) and ask how to enable the feature once you’ve set up your account!
It’s only necessary that you have accounts for:
- QuickBooks Online or QuickBooks Desktop.
You can use both of these subscription based software systems on any computer, too – they work on Windows and Mac.
It’s really that easy. Our team will handle it from there, so you can remain focused on the more critical, growth-oriented areas of your business!
Add a signature line to QuickBooks documents with my free trial of Method!
Image credit: Kelly Sikkema via Unsplash