What It Does
Chasing signatures kills momentum. SalesButler's Digital Signatures let customers e-sign quotes and invoices from any device — phone, tablet, laptop — with an HTML5 signature pad that supports both mouse and touch. Signatures are embedded directly into the PDF along with the signer's name and ISO timestamp, making them defensible and audit-ready. The 250 KB cap and dataURL prefix validation keep things secure.
Step-by-Step Guide
Send the Document
Send a quote or invoice via SMS or email with the customer-portal link.
Customer Opens Link
They tap the link and the document loads in their mobile browser.
Sign on Glass
They draw their signature with a finger (touch) or mouse — works on any device.
Signature Embedded
The signature is embedded into the PDF along with their name and timestamp.
You Get Notified
You receive an instant notification with the signed document attached.
Why You'll Love This Feature
Touch + Mouse
HTML5 pad works on phones, tablets, and laptops alike.
Embedded in PDF
Signatures live inside the PDF — not a separate file you have to attach.
Timestamp Captured
ISO timestamp and signer name make signatures audit-defensible.
250 KB Cap
Server-side cap and dataURL prefix validation block oversized or malformed uploads.
Cross-Org Isolation
Signatures are scoped to the originating org — no cross-account leakage.
Re-Sign Support
If a customer wants to re-sign after edits, they can — the latest signature wins.
Perfect For
Closing estimates over the phone — send the link, they sign on the spot
After-hours quote approvals from a phone in bed
Replacing 'print, sign, scan, email back' with one tap
Field techs collecting on-site approvals before starting work
Invoicing customers who want a paper-trail signature on file