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QuoteCloud e-Signatures Plugin


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.

How to install the QuoteCloud e-signatures Plugin

Click on the Extensions button on the top menu bar.

Click on the QuoteCloud e-Signatures Plugin in the list of plugins.

Next, click on the Free Trial button. Please note, to activate a plugin you will need to setup your payment credit card in payment setting.  You will be prompted to go to QuoteCloud subscription payment settings if you have not already set these up.  You cannot access any plugins without first subcribing 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 your want your customer to sign, click the + Insert button and click on Add Signature

After you have clicked 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, just 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 of finger on a touch screen device (depending what device they are using).

Type: this will allow the customer to type their name on 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 choose to have a customer sign multiple parts of a sales quote.

Once you have added all the points at whcih 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 they need to sign, QuoteCloud will indicate to that recipient where they need to sign.  Your customer simply needs to click where indicated to begin the e-sign process.

After clicking an e-sign fbox, 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 verification has occured, 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 identifcation credentials captured from the customers web session.  Each receipient must sign the document where the sales consultant has indicated before the order is completed by clicking the Order Now button (top right)

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