Making an E-Signature Required or Optional
This guide shows you how to set an e-signature as required or optional in QuoteCloud, allowing you to control which signatures are mandatory for your documents.
Frequently Asked Questions
What does it mean to mark an e-signature as 'required' or 'optional'?
Marking an e-signature as "required" means the signer assigned to that signature field must complete it before the document can be finalized. Marking it "optional" lets the assigned signer skip that specific field while still allowing them to complete any other required actions on the document.
How do I change a signature field from optional to required (or vice versa)?
Open the Document Editor, select the e-signature content block you want to modify, and update its required setting in the block properties. The signature block properties include a toggle that sets whether the field is required for the assigned signer. For full interface details, see the e-signature content block documentation inside the Document Editor.
Who can set a signature field as required or optional?
Users who have permission to edit the document—such as the document owner or users granted Document Editor access—can change signature block settings. Check your Document Editor role and permission documentation for specifics about which users can edit signature blocks.
How does a required signature affect the recipient's signing experience?
A required signature forces the assigned recipient to complete that field before they can finalize the document. During the signing workflow, recipients are guided to required fields and cannot finish signing until all required signatures are completed, ensuring critical approvals are captured.
Can I require signatures only for specific signers when multiple signers are involved?
Yes. Each signature field is assigned to a specific signer and you can set the required/optional status per field. This lets you require signatures from particular signers while leaving other signers' fields optional—useful when different stakeholders have different approval responsibilities.
What happens if a required signature is not completed by the recipient?
If a required signature is not completed, the recipient will not be able to finalize the document. The signing session will prompt them to complete all required fields before completion, preventing incomplete agreements from being recorded.
Can I make a signature field conditionally required based on document data or signer role?
The topic of conditional required fields is not covered on this page. For workflows that need conditional logic, consult the Document Editor and automation documentation or contact QuoteCloud support to learn about template rules, custom workflows, or available integrations that may provide conditional behavior.
Are required e-signatures legally binding and is there an audit trail?
This guide explains how to mark signature fields as required or optional but does not provide legal advice. For legal validity and audit trail details, review QuoteCloud's e-signature, security, and compliance documentation and consult your legal counsel. If you use QuoteCloud as sales quoting software or sales proposal software, confirm audit and retention settings for your organization to meet compliance needs.