Customising Your E-Signature Block
This guide shows you how to customise your e-signature block in QuoteCloud, allowing you to update signatures, add images, and create a polished, branded look for your documents.
Customising your e-signature block — FAQ
What is an e-signature block and why would I customise it?
An e-signature block is a configurable element you place inside a document to collect a digital signature from a recipient. Customising the block lets you control its label, appearance, visibility of signer details (for example name or date), and how it behaves during the signing workflow so the block matches your document and process requirements.
Where do I access e-signature block customisation settings?
Customisation settings for an e-signature block are available in the Document Editor when you add a new e-signature block or edit an existing one. Open the block properties or settings pane for the block you want to change to view and update available options.
What common settings can I expect to be able to change?
Typical customisation options include the block label or title, instructional or placeholder text, whether the block is required or optional, and toggles to show signer metadata such as name and signing date. Exact available options and terminology may vary; consult the block properties in the Document Editor for the full list.
How does making a signature block “required” affect the signing process?
Marking a block as required normally prevents the document from being completed until an assigned signer has provided a signature for that block. This ensures essential signatures cannot be skipped during the signing workflow.
Can I collect the signer’s name or signing date automatically from the e-signature block?
Many e-signature blocks include options to display or capture the signer’s name and the signing date alongside the signature. These fields typically populate automatically when the signer completes the signature, but availability depends on the specific block settings in the Document Editor.
How do customised e-signature blocks interact with multiple signers or signing order?
Customised signature blocks are applied to individual signers or roles in the document. If your document requires multiple signers or a defined signing order, assign each block to the appropriate signer or role so the signing workflow enforces the intended sequence and recipient responsibilities.
Will customised e-signature blocks be preserved if I save the document as a template?
When you save a document as a template, block settings and customisations are typically retained so future documents created from that template inherit the same e-signature configuration. Check the template-saving options in the Document Editor to confirm how block settings are handled.
What should I do if a signature block doesn’t appear or isn’t enforceable?
If a signature block is not appearing or is not being enforced, verify that the block is visible in the editor, assigned to the correct signer or role, and marked as required when needed. Also confirm the document has been published or saved correctly. If issues persist, review permissions and workflow settings or consult your administrator.
Where can I find detailed instructions and examples?
For the full user guide content on customizing an e-signature block, see the QuoteCloud user guide page for customising your e-signature block: more information. For broader guidance on the QuoteCloud user guide, see the user guide index: more information.
References — other relevant user guides
- Customising your e-signature block: more information
- QuoteCloud User Guide (index): more information