Solid Sales Pro™ allows salespersons to capture signatures and, optionally, the signer's name on transactions.


Solid Route Accounting™ provides several options for signature capture on the Settings page of Firstly, you can select what kind of capture you would like:

  1. Disabled - no signature is captured
  2. Signature only - this will only capture a signature
  3. Signature and Name - this option will capture a signature and optionally capture a name

Solid Route Accounting Signature Capture Settings

In addition to the type of signature capture, you can specify whether or not to capture a signature on Orders.

Capturing a Signature in Solid Sales Pro™

In Solid Sales Pro™, after creating a transaction and tapping on the [Save] button on the 1100 Create Transaction screen, you will get to the 1151 Signature Capture screen.

You can use a finger or stylus to capture a signature on this screen. This screen has two buttons on it:

  • [Save] - this will save the signature and proceed to the next screen
  • [Clear] - this will clear the canvas and allow you to re-capture a signature

Solid Sales Pto 1151 Signature Capture Screen

If the "Signature and Name" option was chosen in Settings, an additional text box is displayed to enter the signer's name.

The signature, and optionally the signer's name, will be printed at the bottom of the transaction just above the transaction messages.

Solid Sales Pro 1210 Transaction View with Signature

Reviewing and Reprinting Transactions with Signatures

There are two ways to review and reprint transactions with a signature. The first is from Solid Sales Pro™ from the [View All Transactions] menu.

Alternatively, you can log into and navigate to the Transactions menu. Hover over the VIEW link in the Signature column to view the signature. To reprint or email a transaction, select the transaction and click on the [Print], [PDF] or [Send] buttons.

Solid sales pro

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