Customising Your E-Signature Block

An e-signature block is a configurable element placed inside a document to collect a recipient’s digital signature. Customising the block in QuoteCloud lets you control the label, placeholder instructions, appearance and which signer details are shown so the signature area matches your document layout and branding.

Personalising signature blocks improves clarity for signers and helps your proposals and quotes look professional—useful when you create documents with sales quoting software or sales proposal software.

Open the document in the QuoteCloud Document Editor, then add a new e-signature block or select an existing one. The block properties or settings pane for that block exposes the customisation options you can change.

The settings panel is where you edit label text, visibility toggles, validation rules and other block-level options.

Typical options include the block label or title, instructional/placeholder text, required vs optional setting, toggles to show signer metadata (name, signing date), image upload for a scanned signature or logo, and basic layout settings such as size, alignment and spacing.

Exact option names and availability appear in the block properties panel in the Document Editor.

Marking a block as required prevents the document from being finalised until the assigned signer has provided a signature in that block. This ensures essential signatures cannot be skipped and enforces completion rules before the agreement is considered signed.

Use the required option to protect critical approvals in quotes or contracts generated by your quote software or proposal software.

Yes. Many e-signature blocks in QuoteCloud include toggles to display or capture signer metadata such as the signer’s name and signing date. Enabling these options will automatically populate those fields when the signer completes the block.

Captured metadata helps with audit trails and keeps records consistent across your sales quoting software or proposal documents.

Yes. QuoteCloud’s e-signature block settings typically allow you to upload an image—such as a scanned signature or company logo—and adjust layout options like size, alignment and spacing so the signature area aligns with your branding.

Careful layout and a branded signature block make proposals and quotes produced by your sales proposal software or quote software look more polished and professional.

Customised e-signature blocks create clearer signing experiences, enforce required approvals, and embed signer metadata directly into documents. This reduces follow-up, accelerates acceptance, and makes your documents look consistent and on-brand.

Whether you use QuoteCloud as part of your sales quoting software or sales proposal software stack, tailored e-signature blocks streamline the path from quote to signed agreement.

If a signer can’t complete a signature block, check that the block is assigned to the correct recipient, verify the "required" setting isn’t blocking progress unexpectedly, and confirm any validation rules or visibility toggles are set correctly in the block properties.

Also ensure the signer has access to the document and that any uploaded images meet file requirements. If problems persist, try re-adding the block or consult QuoteCloud support.