Send it, or get it signed, from your phone
Tap the green Send button and choose: email, a link you copy or share, or the document open on your phone for the client to sign there and then.
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In QuoteCloud's touch editor, Send saves and checks the document, then offers Send Via Email, Send Via Link, Sign document in-person and Mark as Sent. Sign in person opens the document as your client sees it, so they sign on your phone. You can also send from the mobile dashboard's document drawer.
Last reviewed by the QuoteCloud team
Illustration with sample data: sending Ridgeline Trade Services' kitchen rewire quote from the touch editor. Tapping the green Send button saves and checks the document, then offers Send Via Email, Send Via Link, Sign document in-person and Mark as Sent. Send Via Link shows the general link and the client's own link with Copy link. Send Via Email fills To, Subject and Message with an Attach PDF switch; Send shows Document Sent.
Illustration · sample data
Which ways can you send from a phone?
Send first saves your latest edits and checks the document.
Send Via Email
To and CC, subject, a message from your default template, Attach PDF, and the From address.
Send Via Link
The general link and one per recipient, with link access, Copy link and your phone's Share sheet.
Sign in person
Opens the document as the recipient you choose, ready for them to sign on your phone.
Mark as Sent
Records it as sent without emailing anyone, for documents you delivered another way.
Signed at the kitchen bench
Ridgeline Trade Services has walked Priya Nandakumar through the rewire. In Send, Sign document in-person, then Sign as Priya Nandakumar. The quote opens as Priya sees it; she signs with her finger, and the job is won before the van leaves.
eSignatures: every plan
QuoteCloud eSignatureIllustration with sample data: signing in person on the phone. In Send, Sign document in-person lists each recipient with Sign as Priya Nandakumar. That opens the document as Priya sees it. She scrolls to the signature, draws it with her finger and taps Sign, and the document shows as signed.
Illustration · sample data
Checked before it goes
Send won't let a quote out half-ready. Before you send, it lists anything in the way, each with its fix: add recipients, fix an email address, verify your email, or wait for approval. A document still called Untitled Document gets a title field first.
If the phone is offline, Send waits until you're back.
Sample business from our trade services pages. Names are fictional.
Illustration with sample data: sending Ridgeline Trade Services' kitchen rewire quote from the touch editor. Tapping the green Send button saves and checks the document, then offers Send Via Email, Send Via Link, Sign document in-person and Mark as Sent. Send Via Link shows the general link and the client's own link with Copy link. Send Via Email fills To, Subject and Message with an Attach PDF switch; Send shows Document Sent.
Illustration · sample data
Get the signature before you drive away
Start a free 14-day trial; eSignatures are on every plan.
Can you send from the dashboard too?
Yes. Tap a document on the mobile dashboard, then Send, Contacts or Status.
Send Document
From, To (up to 10), CC, subject and message, attachments up to 15 MB in total, Attach PDF and an expiry date.
Contacts and links
Add or edit recipients, copy each recipient's personal link, and set the general link's access, expiry, password and view limit.
Document Status
Mark a document Accepted, Paid, Lost or Canceled, with a reason and details for lost or canceled.
What do you set on a larger screen?
From the touch editor, email attachments, scheduled sending, email templates, link security and approval requests are set in the full editor; the dashboard's Send Document drawer handles attachments, expiry and link security on your phone. Approval workflow and scheduled document send are on the Business plan.
More of QuoteCloud Mobile
Every part, each with a phone you can tap.
- The touch document editorThe same document, laid out for touch: tap a block and a sheet slides up with everything you can change.
- Edit text and data items on your phoneType straight onto the page, format with a thumb-sized toolbar and drop in data items.
- Edit pricing tables on your phoneChange a quantity on site and watch the total roll. Add items from your library, set discounts and options.
- Add photos to a quote from your phoneTake a photo or pick one from your library, position and zoom it and give it alt text, inside the document.
- Pages and blocks on a small screenSee every page at once, drag to reorder, and add, duplicate or remove pages and blocks.
- The mobile document dashboardSearch, filter by status, pin what matters and act on any document from one drawer.
- Contacts, messages and notificationsYour address book, document conversations and alerts, each one tap away.
- Account settings on your phonePeople, roles, teams, email, automation, add-ons and developer settings, in a familiar settings stack.
- Plans and billing on your phoneChange plan, pay by card or bank transfer, and check invoices and usage.
- Getting started with QuoteCloud MobileWhere to sign in, which browsers work, and your first edit from the phone.
- FAQStraight answers about editing, sending and running QuoteCloud from a phone.
Questions about sending and signing
Can a client sign a document on my phone?
Yes. In Send, choose Sign document in-person and tap Sign as and the recipient's name. The document opens as they see it, so they can sign on your phone. eSignatures are on every plan.
Can I email a quote from my phone?
Yes. Send Via Email fills the subject and message from your default email template; add To and CC addresses, choose whether to attach a PDF, and tap Send.
Can I share a quote link from my phone?
Yes. Send Via Link shows the general link and each recipient's own link. Copy link copies it, and Share link opens your phone's share sheet for messages or chat apps.
What stops a quote being sent from my phone?
Send checks first and lists what's missing, with the fix: recipients, a valid email address, a verified sender email or an approval. It also waits if you're offline.
Can I change a document's status from my phone?
Yes. On the mobile dashboard, tap the document, then Status. Choose a status such as Accepted, Paid, Lost or Canceled; lost and canceled take a reason and details.
Win the job while you're still there
Start a free 14-day trial and send your first quote from your phone.