Sequence uses Dropbox Sign to collect secure and compliant electronic signatures.

E-signature workflow

1

Add quote recipients

Each recipient will need to sign the quote.

2

Publish the quote to your prospect

Publishing the quote will send an email notification to each recipient. You can optionally add a custom message to the notification.

3

Viewing the quote as a prospect

4

Review, verify identity and sign the quote

John Doe is attempting to sign the quote and needs to verify their identity.

5

Partially signed quote

Once the first recipient has signed the quote, the quote is marked as Partially signed.

6

All recipients have signed the quote

All recipients have signed the quote. The quote is now marked as Accepted.

7

Final confirmation

Making changes to a published quote

You can make changes to both draft and published quotes. Making changes to a published quote requires the quote to be republished. Any signature attempts by your customer will be canceled and the quote will need to be signed again.

Enabling and disabling e-signatures

By default, e-signatures are disabled. To enable e-signatures, go to Settings > Quotes. Enabling or disabling e-signatures only applies to future quotes. While e-signatures are disabled, your customers will not be able to accept or sign the quote via Sequence. You can still mark quotes as accepted from the Sequence dashboard.

Countersigning a quote

Enable the countersigner setting to automatically add an internal signer (e.g. CEO) to every quote by default.

Compliance & security

Sequence e-signatures are powered by Dropbox Sign. Learn more about Dropbox Sign’s compliance and legality here.

Frequently asked questions