For certain jobs, you may need your customer to formally agree to specific terms before work begins — like payment rules, cancellation policies, or service conditions.
That’s where Quote Signatures come in.
This feature lets you request a digital signature from your customer, directly from a Quote, so everyone is aligned before the booking moves forward.
Why would I request a signature?
Service businesses often deal with situations where expectations need to be crystal clear. A signed agreement helps prevent misunderstandings and protects your business if plans change at the last minute.
You might want a signed agreement when:
You require partial or full payment in advance
Your service has strict cancellation or rescheduling policies
The service involves special conditions, access rules, or liabilities
You want written confirmation for custom or high-value work
You need a record for compliance or dispute protection
Instead of chasing paperwork or emails, you can request a signature inside MioCommerce, linked directly to the Quote.
Here’s how some businesses typically use this feature:
Cleaning companies
Have customers sign payment terms or cancellation policies
Confirm access rules for homes or offices
HVAC & home services
Get approval for work conditions, deposits, or warranty terms
Confirm responsibility for parts or labor scope
Pet grooming & care
Have owners sign service agreements or liability waivers
Confirm policies around missed appointments
In all cases, the goal is the same:
👉 Clear agreement before the job starts.
Before you request a signature: set up your Terms & Conditions
To request a signature, you’ll first need to create at least one Terms & Conditions document in MioCommerce.
This documents define what your customer is agreeing to — such as payment rules, cancellation policies, or service conditions.
Examples include:
Payment terms (e.g. deposits, advance payments)
Cancellation or rescheduling policies
Service agreements or special job conditions
About Terms & Conditions documents
You can create multiple Terms & Conditions documents
Only one can be active at a time
The active document is the one used for new signature requests
👉 Learn how to create and manage Terms & Conditions here:
Terms & Conditions Overview
Once your Terms & Conditions are set up, you can request a signature on a Quote.
What can customers sign?
You can request signatures for a Terms & Conditions document, which may include:
Payment terms
Service agreements
Cancellation policies
Custom job conditions
Any business-specific agreement you need acknowledged
What happens when I request a signature?
Requesting a signature is a simple step that happens alongside your Quote.
Here’s how it works:
You create a Quote / Open a Quote received from an Interactive Quote Page
You request a signature for your Terms & Conditions (for example, payment or cancellation policies)
Your customer receives the signature request by email (and SMS, if enabled)
The customer reviews the document and signs it digitally
The signed document is automatically saved on the Quote as a permanent record
You can request a signature while the Quote is in Draft, or anytime before the work begins.
How to request a signature on a Quote
You can request a signature directly from any Quote when you need your customer to formally agree to your terms.
Step-by-step
Open the Quote
Go to Quotes and open the specific Quote you want the customer to sign.Click “Signatures”
In the right-hand Actions panel, click Signatures.
3. Request a signature
You’ll be taken to the Quote Signatures page, where all past signature requests (if any) are listed.
Click Request Terms & Conditions Signature.
4. Choose how to notify the customer
A pop-up will appear where you can:
Send the request by email
Send by SMS (if enabled)
Or send via both
You can also preview the email before sending.
5. Send the request
When everything looks right, click Send Terms & Conditions Signature Request.
6. Customer signs digitally
Your customer receives the request, reviews the document, and signs it online.
7. View the signed document
Once signed, the document is saved automatically and can be viewed anytime from the Quote Signatures section.
What’s included in a signed document
Each signed document contains:
Date and time of signing
Customer name
The exact Terms & Conditions that were agreed to
A digital copy of the customer’s signature
This creates a clear, permanent record linked directly to the Quote.
How multiple signature requests work
You can request a signature multiple times on the same Quote
Each request is logged and saved with a timestamp
This is useful when:
The Quote changes
Terms & Conditions are updated
The customer didn’t respond to the first request
Where to view signed documents
From any individual Quote, click Signatures in the right-hand Actions menu.
This opens the Quote Signatures page, where you can:
View all requested and completed signature requests for that Quote
See when each document was signed, including date and time
Open, review, or download the signed agreement at any time
All signature activity is stored directly on the Quote, giving you a clear history and audit trail in one place.
Or, navigate to Signatures section on the quote page.
When is this most useful?
Requesting a signature is especially helpful when:
A service has financial or legal implications
You want to avoid misunderstandings later
You and Your team needs confirmation before dispatching work
You want stronger protection for your business policies
If your service is simple and low-risk, you may not need it.
But for anything with rules, deposits, or edge cases, signatures add confidence on both sides.
What happens next?
Once a document is signed:
You have a clear record of agreement
You can confidently move forward with scheduling or dispatch
The signed terms remain attached to the Quote for reference
No paperwork. No chasing emails. No uncertainty.
Commonly asked questions
Can I request a signature more than once for a Quote?
Yes. You can request a signature multiple times on the same Quote. This is useful when:
Terms & Conditions are updated
The Quote is edited after a signature was requested
The customer didn’t sign the first request
You want confirmation on the final version before work begins. Each signature request is recorded, so you always have a clear history of when and what was signed.
2. Can I create multiple Terms & Conditions documents?
Yes, You can create multiple Terms & Conditions documents in MioCommerce, but only one can be active at a time.
The active document is the one used when requesting signatures on Quotes.
If you switch the active document, future signature requests will use the newly active Terms & Conditions.
👉 Want to try this in a safe environment?
Explore Quote Signatures in our simulated environment and see how it works end-to-end → Try Live Tour