Edit a Recipient to an E-Signature
This guide shows you how to edit a recipient for an e-signature in QuoteCloud, ensuring that your documents are signed by the right person.
Frequently Asked Questions
What does "assigning a recipient to an e-signature" mean?
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.
Where do I assign a recipient in the Document Editor?
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.
How do I add a new recipient if they are not in the dropdown list?
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.
Can I assign multiple signature fields to the same recipient?
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.
Can I change or remove an assigned recipient after assigning them?
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.
How does QuoteCloud notify the assigned recipient to sign?
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.
Will a newly added recipient appear elsewhere in the document or system?
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.
Best practices when assigning recipients for quotes and proposals
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.