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How To Enable And Disable The "One-Time Password" For E-signatures In Sales Quotes

The E-signature extension provides added security and validation for authorisation/approval of Sales Quotes by your clients. A feature of the E-signature extension is the ability to set a one-time password your client is required to enter in order to sign off on a proposal. By default, this one-time password is enabled for each signature field.

To disable, follow the steps below. This can be set at the template and individual sales quote level.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Enable And Disable The "One-Time Password" For E-signatures In Sales Quotes - illustration 697961aa-8ccf-49f3-91ea-25f0bdf26412

After inserting the signature field in the sales quote, hover over the section and click on the Cog icon to edit the settings.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Enable And Disable The "One-Time Password" For E-signatures In Sales Quotes - illustration 06556154-015d-41d6-b225-a66ce68f12b2

At the bottom of the Signature Settings, you will notice a toggle option for ONE TIME PASSWORD. If this is currently enabled, the toggle will appear white and read "Enable", as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Enable And Disable The "One-Time Password" For E-signatures In Sales Quotes - illustration 67f75b58-ae4b-4f67-b83c-136341c7eeb2

To disable this option, simply click on the toggle. You will tell it is no longer enabled as the toggle switch will appear in red and read "Disable", as shown below.

Ensure you click Save to confirm your settings.

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