1
Create a recipient first
Before assigning an E-Signature, create the recipient who needs to sign.
This recipient will later be linked to an E-Signature block in the document.
Assigning a Recipient to E-Signature
This guide shows you how to assign a recipient to an e-signature field in QuoteCloud, ensuring documents are signed by the right person.
Assigning Recipients to E-Signatures
- Add recipients to your document.
- Link each recipient to the correct E-Signature block.
Assign recipients to E-Signature blocks
2
Open the Recipients sidebar
On the right-hand panel, open the Recipients sidebar.
This is where you can add and manage document recipients.
3
Add recipient details
Click Add and fill out the recipient details in the form.
Enter the recipient’s name, email, phone, company, and address as needed.
4
Save the recipient
Complete the form with the recipient’s information, then click Save.
The new recipient will now appear in your recipients list.
5
Open the E-Signature block
To assign a recipient to an E-Signature block, right-click on the block.
Then open the E-Sign Block Settings.
6
Choose the signer
Under Signer, open the dropdown and choose a recipient.
The selected recipient will be assigned to that E-Signature block.
7
Assign additional signatures
Repeat the process for the next E-Signature block.
Under Signer, select the second recipient or any other required signer.
8
Prepare to send
Once the E-Signatures are ready, prepare the document to be sent.
Make sure each E-Signature block is assigned to the correct recipient.
9
Send via email
When ready, click Send in the top-right corner.
Choose Send via Email to send the document to the assigned recipients.
10
Review the send screen
The document is now ready to send, with each E-Signature assigned to the correct recipient.
Review the recipient list, subject, and email message before sending.
FAQs