Add Recipients While Editing a Document
This guide shows how to add recipients to a document during the editing process in QuoteCloud, allowing you to manage who receives, reviews, or signs your documents.
Frequently Asked Questions (FAQs) - Add Recipients While Editing a Document | QuoteCloud Guide
What does "Add Recipients While Editing a Document" mean in QuoteCloud?
This guide explains how to add recipients to a QuoteCloud document during the editing process so you can control who receives the document, who reviews it, and who signs it before finalisation.
Why would I add recipients while editing a document?
Adding recipients while editing lets you assign delivery, review, or signing responsibilities as you build the document, ensuring the right stakeholders get the document in the correct order and reducing follow-up steps after creation.
What recipient roles are supported when adding recipients during editing?
When adding recipients while editing, you can specify recipients who will receive the document, review its contents, or sign it—allowing clear role assignment for distribution, collaboration, and electronic signing.
Can I add recipients to documents that require electronic signatures?
Yes. QuoteCloud supports assigning recipients who will sign documents.
How does adding recipients while editing improve collaboration?
By assigning reviewers and signers during the editing stage, you streamline the approval and signature process, reduce versioning confusion, and keep collaboration focused by ensuring each recipient knows their role from the outset.