Electronic Signature
Electronic signatures that live inside the quote.
Your client reads the price, signs and accepts in one document, in the browser on any device. Every signature keeps its verification code, time, IP address and device.
- No credit card required
- 4.2 on Capterra
- Building QuoteCloud since 2013
Product demo: electronic signature sign in quoteThe real QuoteCloud signing view and dashboard, recreated with sample data. Each step is explained on the screen; the numbered buttons jump to any step.
The real QuoteCloud signing view and dashboard, recreated with sample data. Each step is explained on the screen; the numbered buttons jump to any step.
How it works
The whole signing experience, in depth
Not a separate envelope: the E-Sign block is part of the page your client is already reading.
In short: Electronic signature in QuoteCloud happens inside the document itself. An E-Sign block sits on the page; your client clicks Sign now, is taken to the Sign Here pointer, and draws, types or uploads a signature. Blocks can capture a signature or initials. Accept Document records the acceptance with an optional comment, and the quote shows Accepted on your dashboard.
Sign now, then straight there
The Sign now button takes the client to the yellow Sign Here pointer on their block, wherever it sits in the document.
Draw, type or upload
Draw with a finger or mouse, type a name and choose a font, or upload a jpg, png or webp image of a signature.
Signature or initials
Set an E-Sign block's Capture type to Initials and place one beside each clause that needs it, then finish with the full signature.
Accept, on the record
Accept Document asks the client to confirm, says the acceptance will be recorded with the document and lets them add a comment.
Initials where they matter, a signature at the end
Switch an E-Sign block to Initials, place one beside each clause, and the Sign Here pointer leads the client through every one before the final signature.
E-Sign: every planProduct demo: electronic signature initialsSwitch an E-Sign block to Initials, place one beside each clause, and the Sign Here pointer leads the client through every one before the final signature.
How it works
What your client sees, step by step
These steps follow the demo above. Select “Show this in the demo” on any step to jump straight to it.
Step 1: The quote opens with Sign now
Lachlan opens the quote from his email. While his signature is outstanding, the button in the top bar reads Sign now.
Step 2: Straight to the Sign Here pointer
Sign now takes him to the yellow Sign Here pointer on his E-Sign block on the Acceptance page.
Step 3: Type it and pick a font
In the Signature dialog he chooses Type, writes his name and picks a script font. Draw and Upload are there too.
Step 4: Add his name, then Sign
He fills in his first and last name and selects Sign. The block shows his signature with its code, time, IP and device.
Step 5: Accept Document, with a comment
The button now reads Accept Document. He confirms, and adds a comment for Ella.
Step 6: Document Accepted
QuoteCloud confirms the document is accepted and that a copy has been emailed to him.
Step 7: Accepted on the dashboard
On Ella's dashboard, the quote shows Accepted the moment he finishes.
If someone else still has to sign, the button reads Pending other signers until they have. QuoteCloud doesn't enforce a signing order.
Why it matters
Agreed, signed and paid in one visit
Because the signature is part of the document, nothing is lost between reading the price and agreeing to it.
Sign, then pay
With QuoteCloud Payments, the client can pay a deposit or the full amount by card with Stripe straight after accepting.
Take paymentsSeveral signers, one document
Give each person their own E-Sign blocks. Each signs from their own link, and the document waits until the last one is done.
Sign in person
Use Sign Document In Person at a site visit or across the counter, and hand over the tablet.
Sign a PDF you already have
Upload an existing PDF, place E-Sign blocks on it and send it, when the document wasn't built in QuoteCloud.
Who it's for
For deals that end with a signature on the page
Anyone who wants clients to read, choose, sign and accept without a second app.
Trades and field services
Get the quote signed in the browser on site, or in person on a tablet.
Sales teams
Put the signature under the price, so the client signs exactly what they chose.
Contracts and legal
Collect initials beside each clause and a full signature at the end.
Agencies and consultancies
Get the client and their finance contact to sign the same proposal, each on their own block.
Plans and pricing
E-Sign is on every plan
Every QuoteCloud plan includes the E-Sign block. Looking for a free way to start? See Free eSignature.
What you need
- E-SignSignatures and initials, Sign now, Sign Here pointer, Accept DocumentEvery plan
- Private link securityPassword, expiry date and access limit per signerEvery plan
- QuoteCloud PaymentsDeposit or full payment by card with Stripe after signingEssentials
- Pricing TableOptional items and quantities the client chooses before signingEssentials
Try it free for 14 days
Start a 14-day trial, send yourself a quote with an E-Sign block and sign it on your phone. No credit card required.
FAQ
Questions, answered
Something else? Talk to the QuoteCloud team or read the User Guide.
What happens when my client clicks Sign now?
QuoteCloud takes them to the yellow Sign Here pointer on their E-Sign block, wherever it is in the document. They open the Signature dialog, draw, type or upload their signature, add their name and select Sign. Once all their blocks are signed, the button changes to Accept Document.
How can clients create their signature?
Three ways. Draw it with a finger, stylus, mouse or trackpad. Type their name and choose a font. Or upload an image of their signature as a jpg, png or webp file. The dialog also asks for their name and states that the electronic signature is as valid as a handwritten one, to the extent local law allows.
Can clients add initials as well as a signature?
Yes. In E-Sign Block Settings, set the Capture type to Initials and place the block beside each clause that needs it. The client sees Initial Here on each one and the Sign Here pointer leads them through them in turn. Each set of initials gets its own verification code, then they sign the full signature block.
What does Accept Document do?
It records the client's agreement to the whole document. QuoteCloud asks them to confirm, explains that the acceptance will be recorded with the document and lets them add a comment. Document Accepted then confirms that a copy has been emailed to them, and the document shows Accepted on your dashboard.
Can a client decline instead?
Yes, when the document allows it. In the document's accept and decline settings you can let recipients decline, and they confirm the decline, with a comment if they want to leave one. The decline appears in Document History, so you know where the deal stands.
Can more than one person sign?
Yes. Give each person their own E-Sign blocks by choosing the Signer in E-Sign Block Settings. Each signs from their own link. While someone else's signature is outstanding, the button reads Pending other signers. QuoteCloud doesn't enforce an order, so each person signs when they open it.
How is this different from the Free eSignature page?
Free eSignature is about getting started with QuoteCloud's free eSignature software and its plans. This page goes into how signing works inside a document: Sign now, the Sign Here pointer, signatures and initials, acceptance with a comment, several signers, signing in person and what's recorded on each signature.
Are QuoteCloud electronic signatures legally binding?
Yes. QuoteCloud eSignatures are eIDAS compliant and legally binding for quotes, proposals and contracts, protected with 256-bit encryption on AWS hosting. Each signature records a verification code, time, IP address and device, and every event is kept in Document History. For highly regulated agreements, check the rules that apply where you trade.
Read it, sign it, accept it. One document.
Put the E-Sign block under the price and let your client finish the deal in one visit.
No credit card requiredCancel any timeBuilding QuoteCloud since 2013