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.


*This feature is only accessible by Admin users.

*This is only accessible on the web version of QuoteToMe.

PO Signature Settings

To enable or manage PO e-signatures:

  1. Go to Company Settings from the left-hand menu
  2. Scroll to the PO Signatures section
  3. Toggle Require PO Signatures on




PO Signature Settings


You can control how signatures are required on your Purchase Orders.

  • 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.

Available Options:

• Require signatures on all POs

    All purchase orders will require signatures before being issued.

• Enable signatures on individual POs
    Choose which purchase orders require signatures on a case-by-case basis.


Preview Supplier Experience


You can preview exactly what your supplier will see by selecting “Preview Supplier Experience.”:



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: