Looking for a better sales proposal solution? Learn More
Log in
Help & Support
QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - E-Signatures (Draw, Type, or Upload signature) - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad
  • Logo
  • Why QuoteCloud?
    • Product Overview
    • AI Co-Worker
    • Proposal Software
    • Quoting Software
    • Enhanced Travel Itinerary Software
    • TravelDocs Mobile App
    • CPQ Software
    • Document Generation Software
    • Electronic Signatures
    • Collaboration
  • Solutions
    • Telecommunications and Hosted Services

      Automate telco service contracts with fast product bundling, automatic attachment of critical information summaries and more...

    • Sales Quotes for IT Services

      Take your IT business to a new level with interactive smart sales proposals

    • Travel

      Plan, sell, and manage travel bookings more efficiently, create beautiful enhanced itineraries direct from your GDS or Mid-office system

    • Trade Services

      Create estimates, quotes, work orders, and invoices for your customers

    • Web Developers

      Improve your process, streamline your business development. Create beautiful proposals, estimate work faster than ever before

    • Recruitment Services

      Pitch the big corporates to provide your recruitment services, accelerate your chance to seal the deal

    • Construction

      Speed up the sale quotation process and stay on top of project management with built-in integration to project management tools

    • Architects and Engineers

      Deliver engaging documents for better project planning and management

    • Marketing Services

      Streamline the quote process and keep projects flowing in

    • Real Estate Industry

      Create beautiful campaign documents, streamline your real estate transactions with forms and e-sign

    • Education Services

      Streamline the way you create, deliver and e-sign documents. Give yourself the tools to excel in your industry

    • Accounting

      Grow your accounting practice with ease

    • Events

      Create beautiful proposals that provide a greater customer experience. Seal the deal with contracts and forms for a perfect workflow

    • HVAC

      Align your sales, operations, marketing and legal departments with standardised documents

    • See all industries »
  • Templates
  • Integrations
    • MOST POPULAR
    • Accounting
      • Xero Accounting
      • QuickBooks Online
      • Freshbooks Accounting
    • CRM
      • Salesforce
      • Pipedrive
      • HubSpot
      • Zoho
      • Monday
      • Zendesk Sell
    • Travel
      • Tres CCTE (CrossCheck)
      • Sabre GDS
      • Tramada
    • Job Management
      • ServiceM8
      • SimPro
    • Customer Service Software
      • Zendesk
    • Payments
      • Stripe
      • PayPal
    • Google
      • Google Sheets
      • Google Calendar
    • Microsoft
      • Microsoft Excel
      • OneDrive
      • Microsoft Dynamics CRM
    • Collaboration
      • Slack
      • Microsoft Teams
    • All Integrations »
  • User Guide
  • Pricing
  • Start a free trial

Using E-Signatures in Preview Mode (Draw, Type, or Upload)

QuoteCloud lets recipients add e-signatures by drawing, typing, or uploading a signature file, making it quick and secure to approve documents online. Even in preview mode, if you share or send the document with a signature, it is treated as a completed signature and counts as signing the document.

Frequently Asked Questions

What e-signature methods does QuoteCloud support?

QuoteCloud supports three e-signature methods: draw, type, or upload a signature file. Recipients can add their signature directly while previewing documents, making it fast and flexible for sales quoting software and sales proposal software workflows.

Can I assign a recipient to a specific signature field?

Yes. Each signature field can be assigned to a specific recipient so the right person signs the correct part of the document. This makes multi-signature approvals simple and keeps your proposal software and quote software workflows organised.

Can I upload an image or file of my signature?

Yes. QuoteCloud lets you upload a signature image or file in the eSignature block so recipients can use a pre-made signature when signing the document, which is useful if you want a consistent branded signature on quotes or proposals.

Can I draw my signature on a touchscreen or trackpad?

Yes. You can draw a freehand signature directly while previewing the document using a touchscreen, stylus, trackpad, or mouse — ideal for on-the-go approvals in quote software and proposal software environments.

Does a signature added in preview mode count as a completed signature?

Yes. If you share or send a document with a signature added in preview mode, QuoteCloud treats it as a completed signature and it counts as signing the document, enabling quick finalisation of sales quotes and proposals.

Can I show a pointer or visual cue to indicate where to sign?

Yes. Enable the Pointer option in the eSignature block settings to display a visual cue that helps recipients quickly find where they need to sign, improving completion rates for quotes and proposals.

Can multiple people sign the same document (multi-signature workflows)?

Yes. By assigning signature fields to specific recipients and setting signing order, you can create multi-signature workflows so multiple people sign the same document in the correct sequence and locations — perfect for complex sales approval processes.

Are e-signatures in QuoteCloud secure and legally binding?

QuoteCloud treats e-signatures as completed signatures within the platform. While e-signatures added through QuoteCloud are designed to support secure, auditable signing workflows, legal enforceability depends on applicable laws and the transaction context — consult legal counsel if you need binding legal advice for high-stakes agreements.

For your industry

Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for Recruitment & Staffing
Sales Quotes for Architects & Engineers
Sales Quotes for Real Estate
Sales Quotes for IT Services
See all industries

Information

User Guide (Edge Edition)
Pricing
Change Log

Try It For Free
Login To Your Account

Templates

Accounting and Tax
Cleaning Services
Construction & Engineering
Events
Consulting
Construction & Engineering
IT & Technology
Recruitment
Trade Services
Travel Agencies
Solar Installers
Quote & Proposal Templates
Education
Service Proposals
See all templates

Getting Started

Try QuoteCloud for Free
Request a Demo
View Templates for a Quick Start
Already have an account? Sign-in Here

Idea Icon Getting Started video

QuoteCloud 2013-2022 Copyright all rights reserved

Capterra QuoteCloud score link Software Advice QuoteCloud score link
Privacy Policy - Terms of Use