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RightSignature + FreeAgent Integration: Send Estimates for Signature Online

By: Steve Stormoen / Tuesday, December 4, 2012


FreeAgent proves that accounting doesn’t have to be a nightmare. It’s a versatile, powerful online suite for managing not only your company’s bookkeeping, but time tracking, online banking, IRS filing, and creating and sending estimates and invoices to your clients as well. FreeAgent is accounting software, evolved.

And now, with the new integration with RightSignature, you can collect fast, easy, legally binding electronic signatures on your FreeAgent estimates.

Next time you need to send a project estimate to a client to sign, don’t fall into the time sink of creating a brand new document, printing it out, and faxing it back and forth. Instead, choose a great looking template in FreeAgent and plug in the appropriate data. FreeAgent will produce a clean, professional invoice or estimate for you in seconds.


Then, after installing the integration, login to your RightSignature account. Select your newly created FreeAgent estimate or invoice, choose your fields and senders just like you would for any other RightSignature document, and click Send. Your recipient will receive an email with a link to sign the document—as soon as they’re finished, it will be automatically delivered back to you, so you can get on with your business.

And here’s the best part: after the estimate is signed, RightSignature automatically marks it “approved” inside FreeAgent. Quick, effortless, and painless.

Ed Molyneux, CEO of FreeAgent:
FreeAgent removes the hassles of accounting busywork for freelancers and small businesses. Our online software takes care of bookkeeping, billing, banking, and more, all in one package. Our customers often need to have their estimates signed by clients and coworkers – and this new integration with RightSignature closes the loop, bringing the entire estimate approval process online without a shred of paper. This is a fantastic feature, and we’re excited to be able to share this with our users."

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