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.