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.

E-Signatures in Preview

  1. Learn how to add your signature using three easy methods: Draw, Type, or Upload.
  2. Follow the steps below to apply the change in your QuoteCloud document.

E-Signatures in Preview

1

Open preview

At the upper right of the top bar, open the document preview.

Preview mode lets you test the recipient signing experience.

2

Try the E-Signature block

In preview mode, click inside the signature field.

This shows how signing works for the recipient.

3

Draw your signature

The default tab is Draw.

Use your mouse, trackpad, or touchscreen to hand-draw your signature.

4

Type your signature

Open the Type tab to type your signature.

Use the font options to choose a signature style.

5

Pick a colour

Select from black, blue, or red for your signature colour.

Choose the colour you want to use before saving.

6

Upload your signature

Click the Upload tab to add a saved image of your signature.

You can click the upload pane or drag and drop your file.

7

Fill out name fields

Enter your first and last name in the fields provided.

These details complete your signature information.

8

Save the signature

After drawing, typing, or uploading, click Save.

Your signature is confirmed and applied to the document.

Finished

Your document has been signed successfully.

You have tested the E-Signature flow in preview mode.

FAQs