E-signature on a quote

Chasing a signature is one of the slowest parts of closing. E-signature removes the round trip: the customer opens a link, types their name, and the quote is accepted.

What happens after acceptance is the part worth knowing — it does not stop at a signed document.

Who this is for

Reps sending quotes, and anyone who has waited on a printed-signed-scanned PDF.

Before you start

• A quote ready to send.
• Permission to send quotes.
• The right contact — the link goes to a person, and whoever opens it can sign.

The signed version is frozen
When a customer signs, the exact version they saw is snapshotted and locked. That means there is never an argument about which numbers were agreed — the signed version is preserved separately from any later revision. The signature itself records the name typed, the IP it came from and the timestamp, held read-only on the quote.

Get a quote signed

1. Send the quote
   It goes as a branded PDF and email, or as a link to the public acceptance page.
2. Watch the status move itself
   Sent becomes viewed when they open it, and accepted the instant they sign. You do not have to ask whether they have looked at it.
3. The customer signs without an account
   The link is a tokenized page scoped to that one quote. They type their name to sign — on any device, with nothing to install and no login.
4. Acceptance flows straight through
   Accepting converts the quote to an order and marks the deal won, and can raise a draft invoice and a delivery project automatically.
5. Keep the audit
   The name, IP and timestamp stay on the quote as a read-only record, alongside the frozen version that was signed.

What you get

• Acceptance without printing, scanning or posting anything.
• Visibility of when the quote was opened, not just whether it was answered.
• A locked snapshot of exactly what was agreed.
• Straight-through conversion to order, won deal, and optionally invoice and project.

Frequently asked questions

Does the customer need an account?

No. The acceptance page is a tokenized link scoped to a single quote, so there is nothing to sign up for.

What exactly is recorded when they sign?

The name they typed, the IP address it came from and the timestamp, held as a read-only audit on the quote — plus a frozen snapshot of the version signed.

What happens immediately after acceptance?

The quote converts to an order and the deal is marked won. A draft invoice and a delivery project can be raised from the same acceptance.

Can the link expire?

Yes, the link can auto-expire, which is worth using for quotes with a genuine validity window.