Question 1

What is an e-signature block and why should I use it in my documents?

Accepted Answer

An e-signature block is a content element you insert into a QuoteCloud document that captures an electronic signature from a designated recipient. It marks where a signer should sign, embeds the signature into the final file, and supports secure, auditable, paperless signing workflows.Using e-signature blocks makes proposals and quotes look more professional, speeds up the signing process, and reduces manual paperwork common in sales quoting software and proposal software workflows.

Question 2

What prerequisites do I need before adding an e-signature block?

Accepted Answer

To add an e-signature block you must be editing the document or template in the QuoteCloud document editor and have permission to edit that document or template. Your QuoteCloud account or tenant also needs e-signature functionality enabled.If your organization restricts signing or template edits, contact your admin to confirm or update permissions before adding signature fields.

Question 3

How do I add an e-signature block to a document (high-level steps)?

Accepted Answer

Open the document in the QuoteCloud document editor, open the content block or field palette, select the e-signature content block, and place it where you want the signer to sign. After placement, assign the block to a recipient role or specific signer, configure any properties (label, required flag, signing order), then save the document or template.These steps let you add signature fields quickly while building quotes and proposals in your quote software or sales proposal software environment.

Question 4

How do I assign a specific recipient to an e-signature block?

Accepted Answer

When you place the e-signature block, choose a recipient role (for example Buyer, Approver) or assign the field to a specific signer already defined for the document. Recipient assignment ensures the correct person receives the signing step when the document is sent for e-signature.If your workflow uses dynamic recipients, map the block to the document's recipient variables or roles so QuoteCloud populates the signer automatically when you send the quote or proposal.

Question 5

Can I require a signature (make the block mandatory)?

Accepted Answer

Yes. Most e-signature blocks include a required flag or validation property you can enable so the signer cannot complete the document without signing that field. Marking a block as required enforces signing and prevents incomplete acceptance of proposals or quotes.

Question 6

Can I support multiple signers and control signing order?

Accepted Answer

Yes. You can place multiple e-signature blocks on a document and assign each to different recipient roles or specific signers. Configure signing order when you need signatures to occur sequentially (for example internal approval first, then client signature) or allow parallel signing when order doesn’t matter.

Question 7

How do I edit, move, or remove an e-signature block after placing it?

Accepted Answer

Select the e-signature block in the document editor to open its properties panel. From there you can change the assigned recipient, update the label, toggle the required flag, reposition the block on the page, or delete it entirely. Remember to save the document or template after making changes.

Question 8

Is an e-signature block secure and auditable for sales quotes and proposals?

Accepted Answer

Yes. E-signature blocks in QuoteCloud embed signatures into the final document and generate an audit trail that records who signed, when, and from which IP address or device. This creates a secure, auditable record suitable for most sales quoting software and proposal software workflows.For specific legal or compliance requirements, review your organisation's policy or consult your administrator to confirm that QuoteCloud’s e-signature settings meet your standards.

How to Add an E-Signature Block to Your Document