Assigning a Recipient to E-Signature

This guide explains how to link a recipient (signer) to an e-signature placeholder in the QuoteCloud Document Editor. It helps document authors ensure that signature requests, notifications, and signer metadata are routed to the correct person so the signature event is recorded against the intended contact.

Document authors, administrators, and anyone who creates or sends documents for electronic signature using QuoteCloud should read this page. It is especially useful for users responsible for configuring templates, preparing contracts, or managing signing workflows.

You must have access to the QuoteCloud Document Editor and permission to edit content blocks and send documents for signature. Also have the recipient's contact details (at minimum a valid email address) ready so you can accurately assign them to the signature field.

Assigning a recipient ties a specific person or contact to a signature placeholder so the system sends the signing request, reminders, and status updates to the correct email address. Proper assignment ensures the signature is attributed to the right signer and that notifications and audit data reflect the intended recipient.

Open the document in the QuoteCloud Document Editor, select the e-signature content block or signature placeholder, and choose a recipient from your contact list or add a new contact with a valid email address. Confirm the selection, save the content block, preview the document to verify the signer information, then send the document for signature.

Yes — QuoteCloud supports workflows with multiple signers and configurable signing order. Signature field assignment can be used together with signing order settings so each signature placeholder is linked to the correct recipient and executed in the proper sequence. For detailed configuration, consult the Document Editor e-signature topics on signing order and multiple recipients.

Edit the document or content block in the Document Editor, select the signature field, and either choose a different contact or clear the assignment to remove the recipient. Save your changes, preview the document to confirm the update, and re-send if necessary. Ensure you have appropriate permissions to modify the document.

First verify the assigned email address is correct and spelled properly. Ask the recipient to check spam or junk folders, then resend the request from QuoteCloud. If the issue persists, confirm your sending permissions and email delivery settings, and contact your administrator or QuoteCloud support for assistance.

Additional details are available in other pages of the Document Editor e-signature section, including guides on placing signature fields, configuring signing order, and setting up multiple recipients. If a specific scenario isn’t covered on the assigning-a-recipient page, check the parent e-signature documentation for deeper configuration and troubleshooting guidance.