Getting estimates signed online - RightSignature

Here's how to integrate your RightSignature account with your FreeAgent account so that you can send estimates to your customers from within RightSignature, and when your customers sign them there they will automatically be marked as approved in FreeAgent.

1. Set up the integration in RightSignature

In your RightSignature account click the Account button.

Then click the Integrations tab.

Scroll down and click the FreeAgent button.

Click Activate.

2. Link to your FreeAgent account

Enter your FreeAgent login information when prompted, and click Submit Query.

Click the Approve button to complete the integration process.

RightSignature tells you if the integration has been successful.

You'll also be able to see RightSignature on your list of approved applications in FreeAgent, under Settings > Approved Applications.

3. Send an estimate for approval

Create the estimate in FreeAgent first.

Then in your RightSignature account, click Send a Document.

Choose to send a document from FreeAgent by clicking the FreeAgent button.

A list of your estimates appears.  Tick the box beside the one you want to send, and click Select.

RightSignature uploads the chosen estimate.

You can then continue with the process as normal to send a document from within RightSignature.

When your customer signs the RightSignature document your estimate will automatically be marked as approved in FreeAgent.