E-Signature
Customers accept and sign your quote online
Send a no-login link and let the customer review your branded quote or proposal and accept it with a type-to-sign e-signature — captured with their typed name, IP address, and a timestamp as an audit trail. Acceptance converts the quote straight into an order, so nothing is re-keyed.
No print, sign, scan, send-back
The customer opens a link, reviews the quote, and signs in the browser. No account, no PDF round-trip, no waiting days for a scanned page that may never come back.
A real audit trail on every signature
Each acceptance is stamped with the signer's typed name, IP address, and the exact time — stored on the quote record as a defensible, read-only audit of who agreed to what, and when.
Signed turns into sold, automatically
The moment a quote is accepted, KudosCRM converts it to an order, marks the linked deal won, and can raise a draft invoice and a delivery project — no manual hand-off.
How it works
Every part, explained.
Build the quote or proposal
Assemble line items from your catalog, set discounts and tax, and generate a branded document with your logo, accent color, and terms.
Send a tokenized link
Email the quote or share a link. It opens a no-login public page scoped to that one quote — nothing else in your CRM is exposed.
Customer reviews and signs
They see the full quote, then accept with a type-to-sign signature. The page captures their name, IP, and a timestamp at the moment they agree.
Acceptance becomes an order
Signing flips the quote to accepted, converts it to an order, marks the deal won, and hands off to invoicing and delivery — all on the same record.
Deep dive
Everything that's in the box.
Type-to-sign acceptance
A clear, friction-free signature: the customer types their name to sign and confirm acceptance, on any device, with no app or login.
Name, IP & timestamp capture
Every signature records who signed, from what IP, and exactly when — held as a read-only audit on the quote so the agreement is defensible.
No-login public link
A tokenized page scoped to a single quote. The customer never needs an account, and the link can auto-expire on the date you set.
Version locking on signature
The exact version the customer signed is snapshotted and frozen, so there's never a question about which numbers and terms were agreed.
Viewed & accepted tracking
Know when the quote is opened and the instant it's signed — the status moves itself from sent → viewed → accepted, no chasing.
Straight-through to order & invoice
Acceptance converts to an order, marks the deal won, and can raise a draft invoice and project automatically through your workflows.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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