Online forms with eSignature, inside the document
Ask the questions, collect the answers and get the signature in one branded document, with no PDF to print or scan.
An online form with eSignature lets someone enter details and sign in the same place, instead of printing and scanning a PDF. In QuoteCloud you add a Forms block to any document, next to text, pricing and an eSignature block, then send it as a link. Clients answer and sign without leaving the document, on any device.
No credit card requiredFree plan available
Illustration of an online form being completed in QuoteCloud: “Commercial cleaning service request” from Sparrow Commercial Cleaning for Tidewater Dental Clinic. It lists Business name, Tidewater Dental Clinic, Text; Site size, 200 to 400 m², Choice; Cleaning frequency, 3 times a week, Choice; Access instructions, Key safe at rear door, Long text. Total $1,480.00 / month. Status: Signed.
How to create an online form with an eSignature in QuoteCloud
4 steps, start to signature.
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Step 1: Open a document or template
Start from a quote, contract or blank document in the drag-and-drop editor, or a saved template with your branding.
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Step 2: Add a Forms block
Drag the Forms block where you need answers, and add the questions you want the client to complete.
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Step 3: Add an eSignature block
Place an eSignature block, assign it to a recipient and make it required or optional.
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Step 4: Send it and get it back
Send the document as a link. The client answers, signs, and you are notified when it is completed.
Forms and data capture before and after QuoteCloud
Less retyping, less chasing, no printing.
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Before: PDF forms printed, filled by hand and scanned back
With QuoteCloud: Clients fill in and sign online, on any device
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Before: Answers in an email, signature on a separate tool
With QuoteCloud: Answers and signature come back in one document
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Before: Generic form tools that look nothing like your brand
With QuoteCloud: Forms sit inside your branded template, next to pricing and terms
QuoteCloud features for forms and data capture
Each tile shows the plan it starts on. See QuoteCloud pricing.
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Forms content block
Collect details, feedback, approvals and requirements from clients, prospects or internal teams directly in the document.
Plan: Business+
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eSignature block
Legally binding, eIDAS-compliant signatures, with a certificate of authenticity and audit trail on every signed document.
Plan: Every plan
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Custom branding and form builder
Your logo, colours and fonts carry through the form, so it looks like your business, not a form tool.
Plan: Business+
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Save forms as templates
Save a finished form as a template, so every new request starts with the same questions, branding and terms.
Plan: Essentials+
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Signer verification
Optionally send a one-time passcode to the signer's email before they can sign.
Plan: Every plan
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QR codes and buttons
Link printed material or emails to your form with a QR Code or Button block.
Plan: Essentials+
Who uses QuoteCloud for forms and data capture?
Collect details and signatures in one document, no PDF printing.
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Service businesses
Capture site details, requirements and sign-off in the same document as the quote.
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Agencies and consultants
Send briefs and questionnaires that clients fill in and sign before work starts.
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Operations and HR teams
Replace printable PDF forms with branded online forms that are signed and stored in one place.
Templates you can make for forms and data capture
Save each as a template once; reuse it for every client. Browse ready-made templates.
- Client intake form
- Service request form
- Project brief questionnaire
- Customer feedback form
- Site survey form
- Consent form
- Account application
Industries that use QuoteCloud for forms and data capture
A few of the industries it suits.
- Cleaning services
- Marketing agencies
- Health and allied services
- Construction
- Education
- Events
Rated, secure and in business since 2013.
- 4.2Capterra rating
- 4.2Software Advice rating
- 2013Building QuoteCloud since
