Overview

Purchase Order e-signatures allow you to send POs to suppliers for approval and capture signatures digitally—all within the platform.

This feature helps streamline approvals, reduce delays, and keep a clear record of every signed purchase order.


Requiring PO Signatures

When Require PO Signatures is enabled, POs must be signed by both the issuer and supplier before being issued. A PO number will only be generated once fully signed.

  • If this feature is not currently active, please reach out to your company's administrator to have this enabled.


How It Works

  1. Create and Sign the PO
  2. Create a Purchase Order and click “Sign and Send PO.”
     
  3. Add Your E-Signature
  4. Type your name to generate your e-signature.
  5. Click “Send for Signature” to send the PO to the supplier for approval.

After Signing:

• The PO is finalized
• A PO number is generated
• A PDF copy is emailed to the supplier and recipients
• The signed PO is stored for future reference






Need help?

Reach out to our Customer Support team: