QuoteCloud e-Signatures Plugin


The e-signatures extension module allows your company to allow your customers to e-sign a sales quote optionally.  This plugin avoids the need to purchase separate external e-sign software such as DocuSign; however, if desired, DocuSign and other applications are available with QuoteCloud using the Zapier Integration platform.

How to install the QuoteCloud e-signatures Plugin

Click on the Extensions button on the top menu bar.

Click on the QuoteCloud eSignatures Plugin in the list of plugins.

Next, click on the Free Trial button. Please note, to activate a plugin; you will need to set up your payment credit card in the payment setting.  If you have not already set these up, you will be prompted to go to QuoteCloud subscription payment settings.  You cannot access any plugins without first subscribing to a QuoteCloud subscription plan.

After you click on Free Trial and confirm your acceptance of the terms and conditions to use the plugin, you will see the page as shown below, and you are ready to start using e-Signatures in your sales quotes.

Using the e-signatures Plugin in a Sales Quote

To use the e-signatures plugin in a sales quote, firstly, create a sales quote as normal.

Now click on the + Insert button in the Sales Quote Editor (as shown below).  You will now see a new content type called Add Signature. 

To use the eSignature feature, navigate to the location you want your customers to sign (there can be more than one place in a sales quote that you choose to ask the recipient to sign).  After locating the place in your sales quote you want your customer to sign, click the + Insert button and click Add Signature.

After clicking on Add Signature, you will see the e-signature content block ready for you to configure.

Firstly, decide who should sign your sales quote. If there are multiple recipients, you can choose one of them to sign.  If any recipient can sign, or you are only sending this sales quote to one person, leave it to default to "Any Authorised Recipient".

The final step is to decide how you want your customer to e-Sign your sales quote.  You can leave all three options available or choose to hide one or two of them.  The options are:

Draw: this will allow the customer to sign on the screen, using a mouse or finger on a touch screen device (depending on what device they are using).

Type: this will allow the customer to type their name on the screen, using a predefined set of fonts.

Upload: this will allow the customer to upload an image of their signature.

To remove one or more of these options above, click on the Show/Hide switch (as seen below for the Type option)

You can add many e-signatures in a sales quote if you have a customer sign multiple parts of a sales quote.

Once you have added all the points at which a customer must sign, you send your sales quote as normal by clicking the Save & Preview button and then clicking Send on the preview page.

eSigning a Sales Quote

When you send a sales quote to a customer and need to sign, QuoteCloud will indicate where they need to sign to that recipient.  Your customer needs to click where indicated to begin the e-sign process.

After clicking an e-sign box, your customer will first be sent a short authentication code. This code verifies it is the correct person signing your sales quote.

Simply copy and paste the verification code in the verification data field in the e-sign window.

After the verification has occurred, your customer can choose one of the mechanisms to e-sign.  The option to draw a signature is shown below as an example.

After e-Signing has been completed, the sales quote is updated to show the signed document with key identification credentials captured from the customer's web session.  Each recipient must sign the document where the sales consultant has indicated before the order is completed by clicking the Order Now button (top right)

Related User Guide Topics

QuoteCloud e-Signatures
13 May 2019
The e-signatures extension module allows your company to optionally allow your customers to e-sign a sales quote. This plugin avoids the need to purchase seperate external e-sign software such as DocuSign, however DocuSign and other applications are available to use with QuoteCloud if desired using the Zapier Integration platform.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved