Customer signature flow (what the customer sees)

Customer signature flow (what the customer sees) is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Prepare teams to support customer signing experience end-to-end.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/change-order/sign/[id].tsx
• pages/p/cli/docs/e-sign.tsx

Execution workflow

1. Preview customer-facing flow before sending.
2. Confirm contract sections render correctly on mobile and desktop.
3. Provide customer instructions for signing and copy retrieval.
4. Track completion and follow up on partial attempts.

Common failure points

• Assuming customer sees internal-only annotations.

Handoff and follow-through

• Post-signature tasks trigger invoice/production pipeline steps.