Sending & Signing Documents

There is a very easy way to send any documents to customers in MotorDesk, with the option to request an electronic signature from them.

This could be for sending finance documents, information about services or simply a company brochure.

To do this simply go to the Sales -> Documents section and then use the 'Add Document' button to add as many documents as you like to this document library. When you create them you can name, describe and group the documents being uploaded, this enables you to send a pack of multiple documents at once.

When you click 'Send' you'll be asked to choose the customer and choose whether you require eSigning/an electronic signature.

You can send the same documents to different customers once you upload them into the document library, rather than having to upload a document each time you select a new customer to send it to.

Once the email is received by the customer they will be directed to your website to view the documents, and when requested they will have the option to electronically sign them.

Sending Documents With Invoices

If you would like to send documents alongside an invoice simply navigate to view the invoice, select the 'Invoice Options' menu in the top right and select 'Send Documents'. The usual send documents and eSign process will then occur as normal, but once the documents have been signed the customer will be directed to view and pay their invoice in one simple, streamlined process.

Related Documentation

Usage Guide

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