Edit a Recipient to an E-Signature

Assigning a recipient ties a specific signature field or e-signature content block in your document to a person or role who must sign, initial, or receive the document. This tells QuoteCloud which contact should be prompted to sign when you send the document.

Open the e-signature content block or the individual signature field inside the Document Editor, then choose the recipient from the recipient dropdown. If you add or change a recipient, save the content block so the assignment is retained for that document.

When editing a signature field or e-signature content block, select the option to add a new recipient. Enter their name and email address, assign them to the field, and save. The new recipient will then appear in the recipient lists for that document.

Yes. You can select the same recipient for multiple signature or initial fields so one person signs or initials multiple locations. Choose the same recipient for each relevant field and save your changes.

Yes. Edit the e-signature content block or signature field, change the recipient selection or remove it entirely, and save your changes. Those updates will be reflected the next time the document is sent for signature.

When you send the document for signature, QuoteCloud delivers a signing request to the assigned recipient using the platform's notification system (typically by email). The assigned signer receives the instructions and link needed to review and complete the signature.

Yes. After you add and save a new recipient for a signature field, that contact will appear in the recipient lists for the current document so you can assign them to other fields as needed.

Before sending, verify each recipient's name and email to avoid delays. When preparing quotes or proposals in QuoteCloud—your sales quoting software and sales proposal software—use consistent contact emails, assign the same recipient to all relevant signature fields for one signer, and save the e-signature content block after edits. These steps help ensure the right person is prompted to sign and reduce follow-up time.