Sponsor and procurement sign, and the NDA comes first
Every signer signs in their own browser, an optional passcode confirms who they are, and the NDA is signed before any data changes hands.
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A QuoteCloud document can have several signers, such as the client's sponsor and procurement manager, each with their own signature block and no account needed. Add an optional one-time passcode by email. NDAs go out for signature in minutes from a template. eSignatures are legally binding, eIDAS compliant, included on every plan, with an audit trail and certificate.
Three signature pages from a fictional consulting firm's documents, taking turns at the front: a mutual NDA signed by the client's COO and the firm's partner, with no payment; a statement of work signed by the sponsor and by procurement, with the first payment paid through Stripe; and a change program proposal the Chief People Officer has signed while the head of finance has not yet.
The NDA, signed before the first briefing
Before Wexley shared two years of freight and customer data, Ashcombe sent a mutual NDA from its template: the purpose, what counts as confidential, how it may be used and when it is returned or destroyed, over a three-year term.
Carla Mendes signed as COO first thing on Tuesday and Imogen Hart signed for the firm half an hour later, both online. No price table, no payment: just two signature blocks and a signed record.
- Start from the Non-Disclosure Agreement template
- Both parties sign online, no account needed
- Certificate of authenticity and audit trail
- eSignatures on every plan, including Free
Key terms
- PurposeEvaluating and scoping a review of Wexley's distribution network.
- Confidential informationAnything either party marks confidential or that a reasonable person would treat as confidential.
- UseOnly for the purpose above, shared only with people who need it and are bound to the same terms.
- Return or destroyOn request, or if no engagement starts within six months.
Sign the NDA
2 of 2 signed
- Carla MendesCOO, Wexley Distribution Group SignedTue 13 Oct, 8:52 am
- Imogen HartPartner, Ashcombe Partners SignedTue 13 Oct, 9:30 am
Agreement
- Type
- Mutual NDA
- Term
- 3 years
- Payment
- None
Certificate of authenticity and audit trail attached
Who signs what in a consulting engagement
Each signer has their own signature block and signs in their own browser, in their own time, with no QuoteCloud account.
The sponsor
The executive who wants the work signs the SOW to confirm the scope, the team and the fee.
Procurement
Signs the same SOW for the contract, in a separate signature block, once they have checked it.
A second budget holder
Finance signs a program paid from another budget, such as HR's change program.
HR & change programsYour partner
Signs NDAs and contracts for the firm online, or the client signs in person on your device at the meeting.
One signed, one to go, and you can see which
Fennimore's Chief People Officer signed the change program on Thursday morning. The head of finance has her own block and hasn't signed yet, so the proposal shows 1 of 2 signed and the first payment as due.
Tracking tells your team when the proposal is opened and signed, so the partner knows exactly who to call.
- Several signers, each with their own signature block
- Optional one-time passcode by email before signing
- Draw, type or upload a signature, on desktop or mobile
- Tracking and notifications: Essentials and up
Change program proposal
Bringing two clinic networks together
A 16-week change program for 340 people joining one organisation: an impact assessment, six leadership workshops, a manager toolkit and pulse surveys to see how people are travelling.
Accept, sign and pay
1 of 2 signed
- Hamish ColeChief People Officer SignedThu 22 Oct, 10:05 am
- Anita RaoHead of finance Awaiting signature
First payment, paid on signing (25%)
$18,232.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Send your next NDA or SOW for signature today
eSignatures are included on every plan. Start a free 14-day trial of Essentials or Business, no credit card required.
Getting a SOW signed by everyone who needs to
From adding the signers to the signed record, for a statement of work with a sponsor and procurement.
Add each signer
Add the sponsor and the procurement manager as signers; each gets their own signature block.
Choose a passcode
Turn on the optional one-time passcode, so each signer confirms their email before signing.
Send the SOW
Each signer gets a link and opens the SOW in their browser, with no account to create.
Each one signs
They read, ask questions in a comment if they need to, and sign. A payment on signing is taken if you set one.
Keep the record
The signed SOW carries a certificate of authenticity and an audit trail.
What your team sees
Signed by the sponsor, signed by procurement, paid
Every step of Wexley's SOW in one activity feed: opened, a comment answered, both signatures, the first payment of $35,805.00 through Stripe, and the SOW's status on the Pipedrive deal.
CRM & accounting integrationsActivity
- SOW openedCarla Mendes, Wexley
- Comment on the workshopAnswered by Imogen Hart
- Signed by the sponsorCarla Mendes
- Signed by procurementTom Haddow · 2 of 2 signed
- First payment paid$35,805.00 via Stripe
- Pipedrive deal updatedThe SOW status shows on the deal
Templates for the documents clients sign
An NDA for before the briefing, a contract and an agreement to adapt, and an acceptance form for signing off a phase.
- Agreement template Non-Disclosure Agreement An NDA asking the other party to keep information that is not public confidential, signed before a briefing. View template
- Contract template Consulting Contract A consulting contract to adapt, with room for your statement of work and the services you provide. View template
- Agreement template Consulting Agreement A basic consulting agreement for independent advisers and freelancers, ready to tailor to your sector. View template
- Form template Project Customer Acceptance Form A project sign-off document with eSignature, for accepting a phase or a deliverable. View template
All consulting templates Templates for business consulting & strategy
Signing and NDA questions
Can more than one person sign a statement of work?
Yes. A QuoteCloud document can have several signers, such as the client's sponsor and procurement manager, each with their own signature block. Each signs in their own browser and the document shows how many of its signers have signed. eSignatures are included on every plan, including Free.
Do the people signing need a QuoteCloud account?
No. Each signer opens the document from their link and signs in the browser on a desktop or mobile, drawing, typing or uploading their signature. You can turn on an optional one-time passcode sent by email, so each signer confirms their address before signing.
Can I send an NDA for signature with QuoteCloud?
Yes. Start from the Non-Disclosure Agreement template or your own NDA, set out the purpose, term and key terms, add both parties as signers and send it. An NDA needs no price table or payment. Each signed document has a certificate of authenticity and an audit trail.
Are QuoteCloud eSignatures legally binding?
QuoteCloud eSignatures are legally binding and eIDAS compliant, with an audit trail and a certificate of authenticity on every completed document. Whether a particular NDA or contract suits your situation is a question for your own legal adviser; QuoteCloud does not give legal advice on terms.
Can a client sign in person at a meeting?
Yes. A signer can sign in person on your device, for example at the end of a briefing, as well as online from their own link. The signature is recorded in the same audit trail as an online signature. Both ways of signing carry the same certificate of authenticity.
More for consulting firms
Every page of the QuoteCloud consulting microsite.
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Statements of work & engagement proposalsSituation, objectives, approach, phases, deliverables, team and assumptions in one SOW the client signs.Explore
-
Change requests & revised SOWsScope changes as a revised version or a change request the client signs, with the earlier versions kept.Explore
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HR, change & people programsChange programs, workshops, training and HR reviews as phased proposals with sessions, participants and options.Explore
- Fixed fee, day rate, retainer & value pricingEngagement models side by side as options the client chooses, with the price table, phases and timeline to match.
- Tender & RFP responsesCorporate and government bids from approved answers, case studies and locked compliance wording, priced and approved before you submit.
- Team rate cards, margins & discount approvalsDay rates by role from your price book, cost and margin your client never sees, and discounts routed for approval.
- Case studies, methodology & AI-drafted summariesYour methods, case studies and team bios as reusable blocks, and an executive summary drafted with the AI Co-Worker for you to accept or edit.
- Retainer agreements & renewalsMonthly fees shown in the agreement, an expiry date you can see coming, and renewal offers bulk-sent to retainer clients.
- CRM & accounting integrationsPipedrive direct, HubSpot through Zapier, Xero and QuickBooks native on Business, and the API for your own systems.
- Consulting templatesReal QuoteCloud templates for consulting proposals, strategic plans, consulting contracts, HR proposals and NDAs.
- QuoteCloud implementation for consulting firmsYour SOW template converted, rate card imported, methodology blocks in the library and partners trained.
- FAQAnswers to the questions consultants, advisers and boutique firms ask most.
Your next engagement, signed by everyone who needs to
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