How to Add an E-Signature Block to Your Document

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 that 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.

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 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.

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.

When you place the e-signature block, assign it to a recipient role or a specific signer defined for the document. Linking the signature block to a recipient ensures the signing session routes the document to the correct person. For documents with multiple signers, add separate signature blocks and assign each to the appropriate recipient role so each signer receives the correct fields during the signing process.

Yes. QuoteCloud e-signature blocks include a setting to mark the field as required (mandatory). When a signature block is required, the signing flow enforces that the assigned recipient must sign the field before completing the document, which helps ensure legally valid and complete agreements in your sales quoting and proposal workflows.

To control signing order, add separate signature blocks for each signer and use the signing order or routing controls in the block properties. Assign each block to the correct recipient and set the order so the document routes in the desired sequence. This is useful when approvals or signatures must follow a specific chain (for example, salesperson → manager → customer).

First confirm the signer is the recipient assigned to that signature block—only the assigned recipient sees and can complete their designated fields. Ensure your account and tenant have e-signature enabled and check document/template edit permissions. If issues persist, review the block properties (visibility, required flag, signing order) and consult your admin to verify no organization-level restrictions are blocking signing.

Yes. E-signature blocks embed the signer's electronic signature into the final document and are part of QuoteCloud’s secure signing workflow. They provide an auditable record of who signed and when, supporting compliance and traceability for business agreements created with quote software and proposal software. For organization-specific compliance needs, confirm with your admin or legal team that the configured e-signature settings meet your regulatory requirements.