Add Recipients While Editing a Document

Adding recipients while editing a document in QuoteCloud means you can assign who will receive, review, or sign the document during the creation process so you control distribution and responsibilities before finalisation.

Adding recipients during editing ensures the right stakeholders are assigned delivery, review, or signing responsibilities up front, reduces follow-up steps after creation, and helps keep the approval flow organised and efficient.

QuoteCloud lets you specify recipients with clear roles such as recipients (for delivery), reviewers (for feedback), and signers (for electronic signatures), enabling precise distribution, collaboration, and signing workflows.

Yes. QuoteCloud supports assigning recipients who will sign documents electronically, letting you include signers as part of the document build and approval process.

By assigning reviewers and signers during editing, you streamline approvals, reduce versioning confusion, set clear responsibilities from the outset, and keep the collaboration focused so each recipient knows their role.

Typically they are notified when you send or publish the document, so review your send options to control when notifications are triggered.

Yes—you can add, edit, or remove recipients during the editing phase. If a document has already been sent or partially completed, some changes may be restricted, so check the document status before modifying recipient lists.