Couples, trustees and directors, all signing one document
Every client who must agree signs the same proposal or engagement letter in their own browser, wherever they are, with no account.
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QuoteCloud documents can have several signers, each with their own signature block: both partners in a couple, each director of a corporate trustee, or the directors of a company borrowing for equipment. Each signs online in their own browser with no account, an optional one-time passcode can be sent by email, and the signed document carries a certificate of authenticity.
Two kitchen tables in different towns. In Lakeview, Tom Brennan signs a sample fee proposal from a fictional firm, Ferrowby Advice & Lending, on his laptop at 7:42 pm. In Northgate, Alicia Brennan signs the same document on her phone at 7:49 pm. Each signature draws in turn and ticks on the shared document card between them, which then shows signed by 2 of 2 and $1,815.00 paid on signing.
Two partners, two directors of a trustee, two company directors
Three documents, each needing more than one signature. Each signer has their own row, and the document shows who has signed.
Accept, sign and start
2 of 2 signed
- Tom BrennanClient SignedFri 23 Oct, 7:42 pm
- Alicia BrennanClient SignedFri 23 Oct, 7:49 pm
Paid on signing to start your advice (50%)
$1,815.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Tom and Alicia, both clients of the advice
The firm acts for them jointly, so both sign the fee proposal. Tom signed at home and Alicia signed seven minutes later from Northgate; half the once-off fees was paid on signing.
- Each partner signs in their own browser
- No account needed to sign
- Signed by 2 of 2, then paid
Your fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Initial advice | $4,000 | ||
Initial advice fee · trust investmentsReview of the trust deed summary from your accountant, research and advice document
|
1 fee | $4,000 | $4,000.00 |
- Subtotal
- $4,000.00
- Tax (10%)
- $400.00
- Total
- $4,400.00
- Plus, monthly
- $0.00/mo
- Paid on signing (50%)
- $2,200.00
Accept, sign and start
2 of 2 signed
- Peter HallettDirector, Hallett Holdings Ltd (trustee) SignedTue 20 Oct, 3:10 pm
- Jo HallettDirector, Hallett Holdings Ltd (trustee) SignedWed 21 Oct, 8:36 am
Paid on signing (50%)
$2,200.00
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
Both directors of the trustee company
The client is Hallett Holdings Ltd as trustee for the Hallett Family Trust. Peter signed on Tuesday; Jo entered the passcode emailed to her and signed on Wednesday morning. Half the fee went to Ferrowby's PayPal account.
- Each director named with their role
- Optional one-time passcode by email
- Paid on signing via PayPal
Payments: Essentials and up
Choose a term and go ahead
1 of 2 signed
- Ben RuddockDirector SignedFri 23 Oct, 6:05 am
- Kara RuddockDirector Awaiting signature
Your choice
- Finance
- $185,000 over 48 months
- Repayment estimate
- $4,556 a month
- Next step
- The lender's documents to sign
Certificate of authenticity and audit trail attached
Two directors going ahead with finance
Gully Creek Earthmoving's directors both sign the equipment finance quote. Ben signed from the site at 6:05 am; Kara's signature is still to come, and the quote shows it.
- 1 of 2 signed, at a glance
- The choice summarised beside the signatures
- No payment on this quote
A passcode in each signer's own inbox
Switch on the one-time passcode when you send, and each signer receives a code by email before they can sign. Jo entered hers on Wednesday morning and signed for the trustee company.
It shows that the person signing can open that signer's email. It isn't an identity check: your firm still verifies identity its own way.
- Optional, set when you send the document
- Sent by email to each signer
- Certificate of authenticity and audit trail on the signed document
eSignatures: every plan
QuoteCloud eSignaturesCheck it's you
Jo HallettWe've emailed a one-time passcode to jo.hallett@example.com
Optional: the firm switches on the email passcode when sending, so each signer enters a code sent to their own email address before they sign. It is not an identity check.
Accept, sign and start
2 of 2 signed
- Peter HallettDirector, Hallett Holdings Ltd (trustee) SignedTue 20 Oct, 3:10 pm
- Jo HallettDirector, Hallett Holdings Ltd (trustee) SignedWed 21 Oct, 8:36 am
Paid on signing (50%)
$2,200.00
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
Who signs, and who decides that
Your firm decides who must sign each document. QuoteCloud gives each of them a signature block.
Joint clients
Both partners when you act for them jointly: the fee proposal, the engagement letter and each renewal.
Trustees
Each individual trustee, or each director of a corporate trustee, as your firm requires.
Companies
The directors of a company client or borrower, each with their name and role on the document.
Your firm
Add your director as a signer too, when the agreement should carry the firm's signature.
Get every signature on one document
Free for 14 days, no credit card required. eSignatures with several signers are included on every plan.
From sent to signed by both, on their own time
Tom and Alicia's fee proposal, from the moment Nadia sent it. Each stage is something a client did, and what your team saw.
-
Thu 4:10 pm
Sent to both
Nadia sends the proposal with Tom and Alicia as signers, each with their own link.
Several signers -
Thu 8:02 pm
Opened on a phone
Alicia opens it in Northgate and asks about the review month in a comment.
Tracking and comments -
Fri 7:42 pm
First signature
Tom signs at home. The document now shows 1 of 2 signed.
1 of 2 signed -
Fri 7:49 pm
Second signature
Alicia signs on her phone. Both rows show signed, with the time.
2 of 2 signed -
Fri 7:49 pm
Paid on signing
$1,815.00 to Ferrowby's Stripe account, and the certificate of authenticity attached.
Payments · Essentials
Sample times. There is no signing order: either client can sign first.
Send one document to every signer
Four steps for a couple, a trust or a company.
Add the signers
Each client, trustee or director as a recipient who signs, with their name, role and email.
Choose the passcode
Switch on the one-time email passcode if your firm wants it for this document.
Send
Each signer gets their own link and signs in their own browser, with no account.
Watch it come in
See who has opened and signed. Follow up with whoever hasn't; QuoteCloud doesn't send reminders for you.
Questions about several signers, answered
Can both partners sign the same proposal online?
Yes. Add each partner as a signer and each receives their own link. They sign in their own browser, on any device and at any time, with no account. The document shows each signer's row as signed with the time, or awaiting signature. eSignatures with several signers are on every plan.
How do trustees sign for a trust?
Add each person who must sign as a signer with their role, such as each director of the corporate trustee. Your firm decides who must sign for the trust; QuoteCloud gives each of them a signature block and records when they signed.
Can we set the order people sign in?
QuoteCloud collects a signature from every signer, and any of them can sign first: there is no signing order to set. If your firm needs one person to sign before another, your team manages that when it follows up. The document always shows who has signed and who hasn't.
What is the one-time passcode?
An optional setting when you send: each signer receives a code by email and enters it before signing. It shows the person signing can open that email address. It is not an identity check, and your firm still verifies identity through its own process.
When is the fee paid if two people sign?
The payment on signing goes to your own connected Stripe or PayPal account. You set the amount as a percentage or a fixed sum of the once-off fees, or the full fee, and the signed document shows it as paid. Payments are on Essentials and above; check the rules that apply to your firm.
What record do we keep of who signed?
The signed document carries a certificate of authenticity and an audit trail with each signer's name and when they signed. You can download the signed document as a PDF and keep it with your client file.
More for advice and broking firms
Every page of the QuoteCloud mortgage & financial planning microsite.
-
Advice service & fee proposalsYour scope of service, the initial advice fee and the ongoing service fee options, in one proposal the client signs before the advice starts.Explore
-
Engagement letters & termsYour firm's engagement wording in locked blocks, the services and fees beside it, signed online by every client.Explore
-
Asset & commercial finance quotesEquipment, vehicle and commercial finance quotes with the term options and repayment estimates you type, signed by each director.Explore
- Client fact-finds inside the documentThe Forms block collects the details your adviser needs in the same document the client signs. Identity documents stay in your secure process.
- Ongoing fee arrangement renewalsRenewal dates as expiry dates, the Expiring Soon filter, a new version to sign and bulk send for the clients due this month.
- Paraplanning & outsourced services quotesParaplanning and support businesses quoting advice firms: a price per piece of work, monthly capacity and terms, signed by the principal.
- Mortgage broker service proposalsYour service, a lender comparison you type in and your fee and commission wording, accepted and signed by every borrower.
- Fee discount approvalsA proposal with a fee discount over your limit goes to a principal to approve before the client sees it (Business plan).
- CRM, planning software & aggregator connectionsSigned proposals to your CRM, planning software or aggregator platform through Zapier, Make or the QuoteCloud API.
- Mortgage & financial templatesReal QuoteCloud templates for mortgage services, loan and funding proposals, made into your own fee and engagement documents.
- QuoteCloud implementation for advice & broking firmsFee proposal and engagement templates converted, your wording locked, Stripe or PayPal connected and the team trained.
- FAQAnswers to the questions planners, advisers, brokers and paraplanners ask most.
Every client, signed on one document
Free for 14 days. No credit card required.