eSignatures: questions and answers

No. Only the sender needs a QuoteCloud account. Signers open the document from the email or link you send and sign in their web browser on a phone, tablet or computer, with no account to create and nothing to download. They draw, type or upload their signature, click Sign, and the signature is added to the document straight away.

• Send documents for signature

The client opens the document and clicks Sign Document at the top right of the toolbar. Their name appears above the E-Signature field assigned to them, and if the Sign Here pointer is on it highlights the exact spot. They draw a signature with a mouse, trackpad or touchscreen, type it and choose a signature style, or upload an image of it, pick black, blue or red ink, enter their first and last name and click Sign. If others still need to sign, the client sees Pending Other Signers.

• How to sign an E-Signature block as a recipient

Yes. QuoteCloud documents open in the browser on desktop and mobile devices, so clients can review and sign a quote, proposal or contract wherever they are, from the office, at home or on site. On a touchscreen they can draw their signature with a finger or stylus, or they can type it or upload an image instead. There is no app to install and no QuoteCloud account to create.

In the document editor, open the Recipients panel and add the people who will receive the document. Click + to add an E-Signature block where a signature belongs, right-click it, choose E-Sign Block Settings and pick the recipient under Signer. Repeat for each signer. Then click Send and choose Send Via Email, Send Via Link or Sign document in-person. You can follow the document from your dashboard, where the Signing status shows documents still waiting for signatures.

• Assign a recipient to an E-Signature block

Yes. Upload the existing PDF and place electronic signatures, initials, text fields and date fields exactly where they belong, then assign each field to the right signer. The PDF forms the underlying page, so it keeps its original design and you don't need to rebuild it in another editor. The completed document gets the same certificate of authenticity and audit trail as a document built in QuoteCloud. Images and DocX files can also be uploaded, sent and eSigned.

• Sign PDFs online with QuoteCloud

Yes. On the dashboard, open the document's actions menu (the ellipsis) and choose Sign Document In Person. Select the recipient who is signing and click Sign as. The document opens in the viewer: click Sign Document, and QuoteCloud takes you to the Sign Here field, where the client draws, types or uploads their signature and clicks Sign. The document needs at least one recipient assigned before in-person signing can start. It suits signing on site, at a counter or in a meeting.

• Sign a document in person

Anywhere it belongs. The E-Signature block can sit at the end of a contract, beside an acceptance clause, inside an approval section or next to customer details, not just on a signature page. One document can have several signature locations, and each signer can sign in more than one place. You can also add electronic initials wherever a clause, page or section needs to be acknowledged.

• Add an E-Signature block

Yes. Right-click an E-Signature block and choose E-Sign Block Settings. You can change the title, for example to Signed by, edit the placeholder inside the signature area, assign the signer, and turn Required on or off. Required signatures are marked with a red indicator and must be completed before the document can complete; optional ones can be skipped. The Show Sign Here Pointer setting is controlled separately for each block, so you can guide signers to the fields that matter.

• Make an e-signature required or optional

Yes. On an uploaded PDF you can place electronic initials, text fields and date fields alongside the signature, each assigned to a signer. In documents built in QuoteCloud, electronic initials can go wherever a clause needs to be acknowledged, and on the Business plan a Forms block collects customer details such as a purchase order number or delivery address right before they sign, so everything comes back in one completed document.

Yes. In the document, open Document Settings, and under Viewer Options make sure Show accept button in viewer is on. Set the Accept Button Text, such as Accept Quote or Order Now, the confirmation message recipients see, and optionally an Acceptance Link to send them to another web page afterwards. The button can be set on a template or on a single document. An acceptance click is recorded, but an eSignature captures intent more clearly for contracts and larger deals.

• Configure the Accept button

Yes. Open the preview from the top bar of the editor and click inside the signature field to try drawing, typing or uploading a signature as your recipient would. Take care with test signatures: if you share or send the document with a signature added in preview, it is treated as a completed signature. Another simple test is to send a document to yourself during the free 14-day trial and sign it from your own inbox.